Estate Planning

Estate Planning Goals and Review:

• 1 Estate and Transition Planning Goals
• 2 Estate Plan Review Checklist

Essential Records Management:

• 3 How Long to Keep Essential and Financial Documents
• 4 Personal and Farm & Ranch Information Organization Framework

Estate Plan Document Templates/Examples:

• 5 Authorization to Disclose Protected Health Information
• 6 Directive to Physicians and Family
• 7 Medical Power of Attorney Designation of Health Care Agent Form
• 8 Out of Hospital Do Not Resuscitate Order
• 9 Statuatory Durable Power of Attorney Example

Advanced Topics:

• • https://agrilife.org/texasaglaw/2019/11/18/transfer-on-death-deeds/
  • https://agrilife.org/texasaglaw/2019/11/22/enhanced-life-estate-deeds-aka-lady-bird-deeds/