Ep 69: The Living Side of Estate Planning with Patrick Boley (Part 1)

Through years of working with clients, we’ve seen that the estate side of planning often gets overlooked. That’s why we’ve asked attorney Patrick Boley of Eckberg Lammers to come on and talk to us about the living documents that every person needs in part one of a two-part series on estate planning.

 

Read more and get additional resources here: https://principalpreservationservices.com/?p=39915&preview=true 

 

What we discuss on this episode: 

1:01 – Welcome in Patrick Boley

2:09 – Background on Patrick

5:37 – Healthcare directive  

8:04 – Specific statutes that need to be in place 

14:45 – Mike shares story about how a catastrophic event can unfold. 

16:46 – What if you have an adult college student and need access to medical records? 

18:02 – Definition of Durable Power of Attorney 

19:36 – Standard Power of Attorney

21:31 – Little things to think about

26:31 – How long is the process to get these living documents in place?