Financial Planning Package (Tax Return, Financial Assesment, P.O.A. & Living Will)
Item Number: 106
Time Left: CLOSED
Description
A 3-part package for getting your financial future lookin' pretty with a living will, power of attorney, tax return preparation, and session with a Financial Advisor!
1. One 2007 tax year individual income tax return preparation (federal and state) from Bloomfield Financial, PLLC
2. One will package, which includes the following documents:- Will: a legally enforceable document directing the disposition of one's assets. A will also nominates an individual to act as personal representative over the estate, and can nominate guardians or conservators as well.
- Living Will: the legal document by which one may instruct health-care providers about your wishes with respect to medical procedures should you become incapacitated.
- Health Care Power of Attorney: the durable power of attorney that authorizes someone to make medical and other health care decisions for an incapacitated person.
- Financial Power of Attorney: the legal document that gives someone authority to manage another's financial affairs should they become incapacitated.
3. One free financial planning session to include an assessment of your personal financial risk and investment opportunities (up to 3 hours of work) with Klein Financial, LLC.
Special Instructions
Important: Following e-mail notification of a winning bid, all items will be available for pick up at the MDA Phoenix Office. Some items will be available at specific locations or delivered as noted in the item description. If shipment of your item is required, shipping charges will apply and will be billed to your account.