Protecting Ourselves And Our Loved Ones, Personally And For Business

A. Personal Items We Should All Have:

  • Will
  • Medical Power of Attorney
  • Statutory Durable Power of Attorney (for financial matters)

B. Personal Items We Should At Least Consider Having:

  • Directive to Physicians (also known as a “Living Will”)
  • Declaration In Event of Guardianship
  • Declaration In Event of Guardianship for Minor Children
  • Disposition of Remains
  • Insurance

o   Life Insurance

o   Disability Insurance

o   Long Term Care Coverage

C. Items When Own A Business Or An Interest In A Business:

  • Will
  • Medical Power of Attorney
  • Statutory Durable Power of Attorney
  • Buy-Sell Agreements / Shareholders Agreements
  • Company Agreement Provisions
  • Insurance

o   Key Man Insurance

o   Liability, Property and Casualty Insurance

o   Errors and Omissions Insurance

o   Malpractice Insurance

o   Life Insurance

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