Event Nine

Event Nine

Caitlin and Josh’s daughters are no longer minors and attend college nearby. Caitlin and Josh are divorced.  Caitlin meets with her estate planning attorney to review her documents.  She wants to name her oldest daughter as her health care proxy and both of her daughters as agents in her Power of Attorney.  In this moment, Caitlin should update her health care and estate planning documents.  She should express her health care wishes to her daughter.  Also, she should change the beneficiaries of her retirement account and life insurance policy.

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