by Monique | Apr 5, 2019 | Uncategorized
Often called a “HIPAA Release”, an Authorization for Release of Protected Health Information is an important part of your estate plan.This document designates the family members and/or other individuals who would be considered an “Authorized...
by Monique | Apr 2, 2019 | Uncategorized
The execution of a valid durable power of attorney and healthcare surrogate make the need for a court-appointed guardian unlikely. However, if a court proceeding determines that a guardian must be appointed over you, the. Designation of Preneed Guardian nominates a...
by Monique | Mar 28, 2019 | Uncategorized
A Designation of Healthcare Surrogate nominates an individual to make medical decisions on your behalf. It also specifies the types of treatment your surrogate is allowed to consent to and names alternates if your first choice is not able or willing to serve as your...
by Monique | Nov 15, 2018 | Uncategorized
If someone dies intestate (without a will), the default rule is that their heirs or relatives inherit per stirpes. It is a pretty archaic way of distributed property that dates back to medieval England. For some reason, Florida law still uses...
by Monique | Sep 7, 2018 | Uncategorized
As the school year begins, and our children settle into new routines, every parent should take a few minutes to do a “Back to School Check Up”. Look over your estate planning documents for the following: Guardians. Have you named Guardians to care for...
by Monique | Aug 29, 2018 | Estate Planning, Uncategorized
What’s the difference between escheated and unclaimed funds? This article gives an analysis:...
