Your plan can include instructions and authorizations that allow someone that you trust to make sure that you, your spouse, your children, and your pets are financially able to do what is necessary to function when you’re not there to physically take care of the finances.

Often this will be your spouse, a loved one that you trust, or it can also be a financial institution. There are a variety of methods and legal instruments to accomplish these protections. You want to choose who you trust with your money wisely – because you want to have some left when you’re better again! We’ll work out the details with your options and preferences and limitations so that they can take proper care of your money, in the way you want.