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9 episodes with health care power
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2 episodes with health care power
2 episodes with health care power
2 episodes with health care power
2 episodes with health care power
2 episodes with health care power
3 episodes with health care power
What if you could take the stress out of future healthcare decisions for yourself and your loved ones? Join us for a crucial conversation with attorney Jordan McIntyre and managing attorney Samantha Gordon from our Charlotte office, as we explore the essential steps to shield yourself from the potential impacts of dementia or Alzheimer's. We promise to equip you with the knowledge to establish vital documents like the General Durable Power of Attorney and the Healthcare Power of Attorney, ensuring that your loved ones can seamlessly make decisions on your behalf without the emotional turmoil of guardianship proceedings.Throughout this enlightening discussion, Samantha and I emphasize why it's important not to assume that marriage automatically grants authority in these matters. Learn how a financial power of attorney can empower your appointed agent to manage real property, bank accounts, and even long-term care arrangements. By setting up these documents while you still have the capacity, you can safeguard your family's future against unnecessary court interventions. This episode is your guide to proactive planning for peace of mind, effectively protecting your future and those you care about the most.
In this episode of Coffee With Your Retirement Coach, Aaron and Nic Aaron break down retirement strategies using the only thing appropriate during Super Bowl Season: football analogies. From understanding the importance of getting employer matches on your 401(k), to tax considerations, to estate planning and the nuances of Social Security, this episode is packed with the high level game plan you need to win in every area of the retirement game. Whether you're in the first quarter of your career or approaching the final whistle, discover how to optimize and protect your retirement savings. Tune in, grab your coffee, and get ready to win! 00:00 Introduction: Retirement and the Big Game 00:42 Doing the Superbowl Right at the Yeomans House 01:39 Drawing Parallels: Retirement and Winning Strategies 02:17 Breaking Down the Retirement Playbook 03:06 Optimizing Your Retirement Plan 04:14 Reviewing and Adjusting Your Financial Plan 05:39 Tax Strategies for Retirement 09:35 The Importance of Estate Planning 18:26 The Importance of Naming Multiple Successors 19:23 Updating Estate Planning Documents 20:21 Healthcare Power of Attorney for Adult Children 21:26 Reevaluating Beneficiaries 21:37 Story Time: A Cautionary Tale 23:47 The Role of Beneficiary Forms 26:03 The Complexity of Social Security 30:37 Building a Winning Retirement Team 33:45 Final Thoughts and Encouragement Have a question for the coach? Send it in to connect@yourretirementcoach.com Connect with us on Facebook: https://www.facebook.com/profile.php?id=100063585099972 Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
In this eye-opening episode, Jillian sits down with Brigham Buhler, a seasoned industry insider, to uncover the shocking truth behind Luigi Mangione's decision to shoot the CEO of United Healthcare, Brian Thompson. Together, they delve into the hidden motives, systemic issues, and power dynamics within the healthcare industry that may have fueled this tragic act. Brigham brings his expert perspective to unravel the darker side of an industry built on profit and power, exposing the cracks that led to this explosive moment. Don't miss this gripping conversation that peels back the layers of a story the media barely scratched.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
n this eye-opening episode, Jillian sits down with Brigham Buhler, a seasoned industry insider, to uncover the shocking truth behind Luigi Mangione's decision to shoot the CEO of United Healthcare, Brian Thompson. Together, they delve into the hidden motives, systemic issues, and power dynamics within the healthcare industry that may have fueled this tragic act. Brigham brings his expert perspective to unravel the darker side of an industry built on profit and power, exposing the cracks that led to this explosive moment. Don't miss this gripping conversation that peels back the layers of a story the media barely scratched. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Guest: Dr. Shankar Musunuri - Ocugen, Chairman, Chief Executive Officer, and Co-founder Website: www.ocugen.com Ticker: OCGN Bio: Dr. Shankar Musunuri is Chairman, CEO and Co-Founder of Ocugen. The company (NASDAQ: OCGN) is a publicly traded biotechnology company focused on discovery, development, commercialization of gene therapies, cell therapies, biologicals, and vaccines, based in Malvern, Pennsylvania. Dr. Musunuri transformed Ocugen from a start-up into a cutting-edge science-based biotech powerhouse with three distinct first-in-class platform technologies focused on ophthalmology with a first-in-class modifier gene therapy platform targeting rare as well as large blindness diseases, orthopedics with a regenerative cell therapy platform, and infectious diseases with an inhalation vaccine platform targeting Covid-19, flu, and a combination vaccine for both COVID-19 and flu. Ocugen anticipates launching products from these game-changing platform technologies within the next few years. The company's mission is to develop cutting-edge innovations for people with serious diseases and conditions with a commitment to ensuring global market access. Dr. Musunuri is a seasoned biotech veteran with 30+ years' experience advancing and commercializing a diverse portfolio of products. Prior to co-founding Ocugen in 2013, he held leadership roles at numerous companies ranging from large multinational biotechnology companies such as Wyeth and Pfizer, to novel start-up biotech companies. During his 15 years at Pfizer, he gained extensive product launch and life-cycle management experience including leading the Global Operations Team for Prevnar 13, the world's best-selling vaccine. Dr. Musunuri then founded Nuron Biotech, Inc., which grew into a commercial company in less than three years. Dr. Musunuri obtained his PhD in Pharmaceutical Sciences from the University of Connecticut—where he also received a Distinguished Alumnus Award. He also received an MBA from Duke University, where today he serves on the University's Innovation & Entrepreneurship Board of Advisors. Dr. Musunuri serves as both CEO and Chairman of the board of Ocugen. He has received numerous leadership awards including Most Admired CEO Award by Philadelphia Business Journal, the 2023 Healthcare Power 100 (ranked 22nd) in PA and the 2023 AAPI Power 100 (ranked 11th) in PA. He is also a Board Member of the Musunuri Family Foundation, a non-profit that provides college scholarships for high school students. Dr. Musunuri has a passion for addressing diseases and conditions which lack effective treatments. This commitment is reflected in Ocugen's mission of relentlessly pursuing courageous innovation on behalf of patients with unmet medical needs. About Ocugen, Inc. Ocugen, Inc. is a biotechnology company focused on discovering, developing, and commercializing novel gene and cell therapies, biologics, and vaccines that improve health and offer hope for patients across the globe. We are making an impact on patients' lives through courageous innovation—forging new scientific paths that harness our unique intellectual and human capital. Our breakthrough modifier gene therapy platform has the potential to treat multiple retinal diseases with a single product, and we are advancing research in infectious diseases to support public health and orthopedic diseases to address unmet medical needs. Discover more at www.ocugen.com --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support
Aaron Kowal and guest Mark Andringa, Partner with Cramer Multhauf, discuss what a Healthcare Power of Attorney is and when you need one, examine buy/sell agreements for business owners, and share insights for incorporating gifting strategies in your estate plan.
Mike Switzer interviews Abby Mason, a certified financial planner with Abacus Planning Group in Columbia, S.C.
VI. Other Estate Planning Instruments A. Powers of Attorney Definition and Purpose: A power of attorney (POA) is a legal document that grants one person (the agent) the authority to act on behalf of another person (the principal) in legal and financial matters. The scope of this authority can be broad or limited and is defined by the terms of the POA document. Types of Powers of Attorney: General Power of Attorney: Grants the agent broad authority to handle a wide range of the principal's financial and legal affairs. Limited or Special Power of Attorney: Confers specific powers to the agent for certain tasks, such as selling property, managing investments, or handling business transactions. Durable Power of Attorney: Remains in effect even if the principal becomes incapacitated, ensuring continuous management of the principal's affairs without court intervention. Springing Power of Attorney: Becomes effective only under circumstances defined in the document, typically the principal's incapacitation. Importance in Estate Planning: POAs are essential for ensuring that the principal's financial affairs and legal matters are managed according to their wishes, especially in cases of sudden incapacitation. They allow for a seamless transition of management responsibilities, avoiding the need for court-appointed guardianship or conservatorship. B. Health Care Directives Definition and Purpose: Health care directives, also known as advance directives, are legal documents that outline a person's preferences for medical treatment in situations where they are unable to make decisions for themselves. These directives guide healthcare providers and family members in making medical decisions that align with the individual's values and wishes. Types of Health Care Directives: Living Will: Specifies the types of medical treatments and life-sustaining measures an individual wishes to receive or avoid in the event of terminal illness or near-death conditions. Health Care Power of Attorney (POA) or Health Care Proxy: Appoints an agent to make health care decisions on behalf of the individual when they are incapable of doing so. Importance in Estate Planning: Health care directives ensure that an individual's health care preferences are respected and legally protected. They provide clarity and guidance to family members and healthcare providers, reducing the potential for disputes and emotional burdens during critical medical crises. C. Living Wills Definition and Scope: A living will, a type of advance directive, explicitly outlines an individual's preferences regarding end-of-life medical care. It becomes operative when the individual is terminally ill or in a persistent vegetative state and unable to communicate their wishes. Key Considerations: Scope of Treatment Preferences: Can include decisions about resuscitation, mechanical ventilation, artificial nutrition and hydration, pain management, and other interventions. Legal Validity: Must comply with state laws to be enforceable, including witness or notarization requirements. Importance in Estate Planning: Living wills play a critical role in estate planning by ensuring individuals retain control over their medical treatment at the end of life. They alleviate the decision-making burden on family members and help prevent conflicts regarding care preferences. D. Designations of Beneficiary Definition and Function: Designations of beneficiary are instructions naming individuals or entities to receive benefits from specific assets or accounts upon the owner's death. These designations supersede wills and probate processes for the designated assets. Common Assets with Beneficiary Designations: Life Insurance Policies: Beneficiaries receive the death benefit directly, outside of the estate. Retirement Accounts: Includes IRAs, 401(k)s, and other retirement plans, where designated beneficiaries receive the remaining funds. --- Send in a voice message: https://podcasters.spotify.com/pod/show/law-school/message Support this podcast: https://podcasters.spotify.com/pod/show/law-school/support
Healthcare Power of Attorney | Friday Friends www.RIElderInfo.com
What if one document could prevent your assets from freezing, provide another person the power to manage your financial affairs, or negate the need for a court-initiated guardianship in the event of incapacity? Brace yourselves as we dissect the fundamental aspects of estate planning, focusing on the General Durable Power of Attorney, a crucial document that holds the power to do just that! We'll also guide you through the importance of including a HIPAA authorization in a Healthcare Power of Attorney, and the necessity of appointing an agent for mental health care. With these in place, you can be assured that not only your wishes will be carried out, but your rights will also be protected.Did you know that a will doesn't automatically avoid the probate process? Join us as we debunk this common myth, and delve into the differences between a living will and a last will. Learn how including religious concerns in a living will can substantiate your testament. As we traverse through the realm of estate planning, we'll discuss the potential burden of long-term care in old age and how it can affect your estate. We cannot stress enough the seriousness of the probate process and the repercussions mistakes made by the executor can have. So, buckle up and let's gear up for a proactive estate planning journey!
https://corteslawfirm.com/health-care-power-of-attorneys/Download our ESTATE PLANNING STRATEGIES TO PROTECT YOU AND YOUR FAMILY https://geni.us/strategies https://corteslawfirm.com/estateplanning/Estate Planning for Dummies https://amzn.to/2NNXak7 Aging in the Right Place https://amzn.to/2ZvYavY Estate Planning Basics Ninth Edition https://amzn.to/3s5ZJgm Estate & Trust Administration For Dummies https://amzn.to/3dvLpcZ Find us on SUPER LAWYERSFind us on TikTokFind us on FacebookFind us on InstagramDirections on Google MapsVideos on YouTubeFind us on YELPFind us on TwitterFind us on AVVO Cortes Law Firm5801 Broadway Extension Hwy Suite 110Oklahoma City, OK, 73118405-213-0856
October 30, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire, to talk about Health Care Directives. What is a Health Care Directive (and is it different from a Health Care Power of Attorney)? What should l look for in my Health Care Agent? Why an advocate matters. What is the difference between my Health Care Directive and a Do Not Resuscitate? What is MOLST? Resources for health care decisions. What else does my health care directive do? How does my Health Care Directive interact with my Power of Attorney? For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
A witness serves an important function in the execution of your Power of Attoney for Health Care. Be sure you understand who cannot be a witness to your Will Power of Attoney for Health Care.
In this episode, we get real with something I'm passionate about - healthcare power of attorney documents. What is that?! Abby Addams, of Kohut, Addams, and Randall here in Wilmington, NC, shares with us how this document protects us when we can not direct our own healthcare decisions. She graciously shares how to make one, what to do with it after it's made, and describes challenges she's seen in her practice when family drama pops up during difficult times. There's a little laughing in this episode too, about who really loves Me-Maw the best!Helpful links from this episode: Download a free NC Healthcare power of attorney here!Corporation of Guardianship (which will serve as a healthcare agent if an individual does not have anyone to name)Trying to get healthy and stay healthy is f-ing hard! Everybody struggles with some aspect of it, no matter what they look like or what they tell you. There is no magic formula - a healthy lifestyle is a choice we need to make daily. This podcast is here to support, inform and entertain you on your journey toward health. Join Amy and her guests as they talk about their own struggles, interview super-cool “experts”, and discuss all topics related to health.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today we're going to discuss an important topic that every adult needs to have in place, advance directives. You may recognize these better as a Living Will and a Healthcare Power of Attorney.Dr. Whetstine joins me today to share her knowledge and suggestions on how easy it is to put these documents in place. It's an important conversation to have with your family and offers resources to do it on your own and for free.Choices - Living Well at the End of Life ( Living will and Healthcare Power of Attorney included in packet)Find all of our episodes on aultcare.com/podcast
This edition features stories on Advanced Medical Directives, also known as a Healthcare Power of Attorney, the ground breaking ceremony for the Fisher House at the Dover Air Force Base Mortuary Affairs Operations Center, Airman at Lajes Field holding a Healthy Eating and Cooking class as part of the Air Force Fit Family program, Ultimate Fighting Championship [UFC] visiting Spangdahlem Air Base as part of a month-long European tour, certified diving instructors at Misawa Air Base giving people a taste of diving through the Scuba Experience class, classes held at Forward Operating Base [FOB] Union III for service members and civilians to become better advisors for the Iraqi Training and Advisory Mission [ITAM], and registration opening for the Air Force Energy Forum III. Hosted by Airman 1st Class Alina Richard.
April 16th 2023 is National Healthcare Decisions Day! For this year, we brought on one of our Medical Social Workers, Crystal Waller. Crystal is also a Certified End-of-Life Doula. Crystal dives deep into some of the specifics on Healthcare Power of Attorney, discussions with patients and families, and the overall benefit of making your wishes and desires known for medical care. Hospice of Davidson County is participating in 4 events related to healthcare decision making. Feel free to reach out to the partner agency, or to Hospice of Davidson County @ (336) 475-5444, for more information. April 17 | 10am | Thomasville Senior Services Location April 21 | 12pm | Lexington Senior Services Location April 27 | 10am | Lexington Library Location April 28 | 11am | North Davidson Library Location
The Word on Wealth with The Retirement Professor Marty Schneider
What is inflation? - by Ken Pecus of The Pecus Group - ken@kenpecus.com How inflation affects the housing market. What documents you need for a complete estate plan. Healthcare Power of Attorney. Support the show: https://www.gqlaw.com/See omnystudio.com/listener for privacy information.
FAACT's Vice President of Civil Rights Advocacy, Amelia Smith, JD, is exploring critical, legal considerations to be addressed once a student with food allergies has been accepted to college. These include housing, dining, classroom and labs, and durable Power of Attorney, Health Care Power of Attorney, and access to student records.To keep you in the know, below are helpful links for adults with food allergies:FAACT College Resource CenterFAACT Legal Considerations SectionFAACT Legal Considerations download handout (with checklist)FAACT Civil Rights Advocacy Resource CenterFAACT Parent/Caregiver Checklists (Getting Started, Admitted, Move-in Ready and Commuter Student)FAACT Student Checklists (Getting Started, Admitted, Move-in Ready and Commuter Student)You can find the FAACT Roundtable Podcast on Pandora, Apple Podcast, Spotify, Google Podcast, Stitcher, iHeart Radio, Podcast Chaser, Deezer, and Listen Notes.Visit us at www.FoodAllergyAwareness.org and follow us on Facebook, Twitter, Instagram, LinkedIn, Pinterest, TikTok, and YouTube. Contact us directly via Email.Sponsored by: National Peanut BoardThanks for listening! FAACT invites you to discover more exciting food allergy resources at FoodAllergyAwareness.org!
Taking care of legal matters before a crisis helps ensure that you, not lawyers or courts, remain in control – it may even save countless disagreements further down the line. Make sure these essential legal documents don't cause wrinkles in your plans by tuning into This Is Getting Old: Moving Towards An Age-Friendly World and my guest this week, Cameron Huddleston. Key points covered in this episode: ✔️Estate Planning, Advance Care, and End-of-Life Planning—It's Not Just Something For The Rich When people hear the term estate planning or end-of-life planning, legal documents, people often think, well, this is something that rich people do. I don't need to worry about an estate plan because I don't have an estate. An estate is really just a fancy word of saying your property, your belongings, and your assets. If you die without a will, state law will determine who gets your assets. That means your things might go to someone you don't want to receive those things, or it also might mean that your property needs to be divided up – and it may not be divided in the way you wanted it to be. ✔️ Understanding Power of Attorney You want to get the Power of Attorney (POA) document right because this gives someone permission to manage your finances. You want to make sure you're giving them the right permissions. You want to have an attorney sit down and discuss what powers you want to give that person and make sure it complies with your state law. There are different types of power of attorney—you can have general or limited durable or springing power of attorney. General or Limited Durable POA General or Limited Durable POA might be, for example, you're going out of the country, and you need someone to sign some real estate papers for you so you can designate someone as your limited power of attorney who can only sign documents related to real estate for you, Springing POA Springing means that power of attorney will spring into effect when certain conditions are met. Typically people will say this will spring into effect if I am deemed mentally incompetent through a diagnosis of dementia or stroke. But most estate planning attorneys and other law attorneys will discourage people from getting that springing power of attorney because it makes it much more difficult for that person you named as your agent to step in and help you. ✔️When and How to Access the Documents Copy for Medical Record Medical documents, including your Health Care Power of Attorney, your Living Will, and Advance Directives (including a Do Not Resuscitate document, if you have one) should be shared with all of your medical providers. You want your providers to have copies of those documents in your . medical chartThey're going to put it in your patient portal online so that if you are in the hospital and you don't want to be resuscitated, there is that documentation there that they can refer to and say, this patient doesn't want to be resuscitated, this patient doesn't want to be on life support, this patient has named their child as their health care proxy. Original Copy for Executor (may need to be notarized) Giving the executor of your estate an original copy of your will is also a good idea. Financial institutions will accept copies, but typically they want it to be a notarized copy. Or you could take the original to the bank. They will make a copy of it and keep it in the files. But if you're even if you trust your power of attorney 100%, you're still feeling a little anxious about handing over that power. Hang onto the document yourself and put it someplace safe in a home safe. Remove all documents from the home if an outside caregiver comes into the home A word of caution here to family caregivers—if you're caring for an aging parent and you're putting outside caregivers in that home with that person, you need to be aware that you need to remove all financial paperwork so that fraud or elder financial abuse doesn't happen. ✔️ Authorizations When it comes to government agencies, a POA is not enough. Several of them have their own paperwork that has to be filled out. Medicare Representative Designee/ POA If you are caring for an aging parent and have to help manage their Medicare benefit, to get on the phone and talk to someone within the Medicare agency, you're going to have to be designated as your parent's Medicare representative. Go online and get the form, and if you have already been named power of attorney, then you can fill out that form and sign it as your parent's power of attorney. Social Security Administration If you have to manage a parent's Social Security benefits, you must be designated as your parent's Social Security representative payee. This would be best to go to your local Social Security Administration office and sit down with someone there and go through the process of filling out the paperwork, showing that power of attorney document. Other responsibilities come with that, so you have to file an annual report with the Social Security Administration detailing how you manage your parent's benefits and how you spent those benefits for your parent. Internal Revenue Service (IRS) to sign tax returns IRS has a form you must fill out to be designated as your parent's agent. You need to read the instructions carefully, and you will also submit that power of attorney document when you send in the tax return and the additional IRS form. Name a Trusted Contact with financial institutions It's also good to name a trusted contact with your financial institutions. Some will ask for it, and some won't. Still, you can go ahead and say, “Hey, can I name a trusted contact? This is someone your financial institution can reach out to if you can't reach me or if it suspects that financial exploitation is going on.” It's just another way to protect yourself financially. If you have questions, comments, or need help, please feel free to drop a one-minute audio or video clip and email it to me at melissabphd@gmail.com, and I will get back to you by recording an answer to your question. About Melissa Batchelor, PhD, RN, FNP, FGSA, FAAN: I earned my Bachelor of Science in Nursing ('96) and Master of Science in Nursing ('00) as a Family Nurse Practitioner (FNP) from the University of North Carolina Wilmington (UNCW) School of Nursing (SON). I genuinely enjoy working with the complex medical needs of older adults. I worked full-time for five years as FNP in geriatric primary care across many long-term care settings (skilled nursing homes, assisted living, home, and office visits), then transitioned into academic nursing in 2005, joining the faculty at UNCW SON as a lecturer. I obtained my PhD in Nursing and a post-master's Certificate in Nursing Education from the Medical University of South Carolina College of Nursing ('11). I then joined the faculty at Duke University School of Nursing as an Assistant Professor. My family moved to northern Virginia in 2015 which led to me joining the George Washington University (GW) School of Nursing faculty in 2018 as a (tenured) Associate Professor. I am also the Director of the GW Center for Aging, Health, and Humanities. Please find out more about her work at https://melissabphd.com/.
Elder law attorney Jim Koewler joins Suzanne to talk about setting up your estate plan and the people needed to complete various documents, such as powers of attorney, wills, living wills, revocable trusts, and irrevocable third-party trusts. This segment covers setting up irrevocable third-party trusts. Irrevocable Third-Party Trust for disabled person Grantors are initial trustees Successor trustee Successor trustee approaches First approach- Trustee: Person who will look out for disabled beneficiary but will not cave in to unreasonable demands for money from trust and will not resent having to deal with beneficiary Second approach- Trustee: Bank or trust company or trusted family member- Distribution Committee (to make decisions on when to pay out for benefit of beneficiary, taking pressure off the trustee) Special needs attorney Social worker Family member(s) (maybe) HIPAA Release(Gives access to health information. Doesn't grand decision-making authority.) Include everyone who is named in Health Care Power of Attorney Include any other family members or friends who are likely to help look after you if you need care (long-term or otherwise) Listen in to hear details and explanations. Learn more about Jim Koewler at Answer for Elders or at his website, and look here to see a list of all of Jim's podcasts.See omnystudio.com/listener for privacy information.
Welcome to this week's Wisdom and Wealth Podcast. This week's conversation is our last of a four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Healthcare Powers of Attorney. In this week's episode we cover1. Best practices for assisting aging parents 2. How has COVID 19 changed this process3. What happens if you don't have this process in place prior to an eventThank you for listening and for your feedback. Please let us know if you have additional questions around this topic or if you have ideas for a future conversation.
Welcome to this week's Wisdom and Wealth Podcast. This week's conversation is our last of a four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Healthcare Powers of Attorney. In this week's episode we cover1. Best practices for assisting aging parents 2. How has COVID 19 changed this process3. What happens if you don't have this process in place prior to an eventThank you for listening and for your feedback. Please let us know if you have additional questions around this topic or if you have ideas for a future conversation.
Today we are talking about healthcare power of attorney! If you need more info you can find it at: https://rielderinfo.com/legal-financial/ https://rielderinfo.com/
While a will is a necessary aspect of your estate planning, it's not the only document you need. Here are other documents you need: Healthcare Power of Attorney A healthcare power of attorney that lets you name someone to make healthcare decisions on your behalf. Financial Power of Attorney. This document allows you to name a person to make financial decisions for you if you can't and this doesn't necessarily mean that you must be incapacitated. Many people use these when they are unavailable to sign documents. Living Will or Advance Directive. A living will or advance medical directive is often required by healthcare providers for certain medical procedures. However, this document should also be included within your estate plans. It tells your family and medical staff your wishes regarding lifesaving or life-prolonging medical procedures, in case you become unable to communicate with them. Revocable Trust. A living trust can limit the number of assets going through probate. Because a living trust is a revocable document, you can change it. A trust is designed to avoid or limit probate for the decedent's assets, by creating a legally separate entity to hold property. #AubreyLaw, #EstatePlanning, #EstatePlanningLawyer, #PeaceofMind aubreylegal.com/contact
In this episode we discuss having difficult conversations with loved ones regarding your last wishes. The importance of executing a living will or Health Care Power of Attorney.
In this episode, Deb discusses the incredible importance for everyone over the age of 18 (yes, even you!) to have a healthcare power of attorney! https://rielderinfo.com/
Welcome to this week's Wisdom and Wealth Podcast. This week is our third episode of a four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Health Care Powers of Attorney. In today's discussion we delve into:1. Who in your life needs this process 2. How the process changes at various stages of life3. What to consider in the event of mental illness or dementia Thank you for listening! Please let us know what you think and also pass along any questions you have after listening.
Welcome to this week's Wisdom and Wealth Podcast. This week is our third episode of a four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Health Care Powers of Attorney. In today's discussion we delve into:1. Who in your life needs this process 2. How the process changes at various stages of life3. What to consider in the event of mental illness or dementia Thank you for listening! Please let us know what you think and also pass along any questions you have after listening.
On this episode Mike Jesowshek, CPA talks Andrew M Ayers in a part 2 of our estate planning mini series about the power of attorney document.1) Financial Power of Attorney2) Signing Your POA3) Where Do You Get One?4) What Do You Do With It When It's Signed?5) Healthcare Power of Attorney6) What's in a Healthcare Power of Attorney?7) Signing Your Healthcare Power of Attorney8) HIPAA Authorizations9) Mistakes to AvoidLINKS FROM THE SHOWShow Blog: https://www.taxsavingspodcast.com/blog/what-is-a-power-of-attorney-what-healthcare-documents-do-i-need-in-estate-planningSign-Up for LIVE Webinar (2022 Tax Strategies to Ensure Business Owners Pay the Least Amount Possible - May 4, 2022 at 2pm EST): https://www.taxsavingspodcast.com/webinarSign-Up for the Small Business Tax Savings Summit: https://www.taxsavingspodcast.com/summitJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax --------Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastArticle: https://www.taxsavingspodcast.com/blog/what-is-a-power-of-attorney-what-healthcare-documents-do-i-need-in-estate-planningJoin Our Tax Minimization Program: https://www.taxsavingspodcast.com/taxIncSight Packages: https://incsight.net/pricing/Book an Initial Consultation: https://app.simplymeet.me/o/incsight/sale-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/--------To find out more on this topic and many others visit our website at www.TaxSavingsPodcast.com. You can also give us a call at 844-327-9272 or send your questions to us at: Ask@TaxSavingsPodcast.com
Welcome to this week's Wisdom and Wealth Podcast. This week is episode 2 of our four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Healthcare Powers of Attorney. In today's discussion Sarah and Tom walk through how this process works in practice, Who should have copies of our HC POA, How to handle traveling with someone other than your agent, How to handle vacationing in other states and overseas and more. Thank you for listening! Please let us know what you think and also pass along any questions you have after listening.
Welcome to this week's Wisdom and Wealth Podcast. This week is episode 2 of our four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Healthcare Powers of Attorney. In today's discussion Sarah and Tom walk through how this process works in practice, Who should have copies of our HC POA, How to handle traveling with someone other than your agent, How to handle vacationing in other states and overseas and more. Thank you for listening! Please let us know what you think and also pass along any questions you have after listening.
What is Elder Law?This episode of the Inside Bs Show features Stephanie Sexauer, a Trust and Estates Attorney. Stephanie helps us understand all of the aspects of estate planning. We begin our conversation with a complete description of elder law and we finish with some interesting things you will want to review if you have a family. Join us for a highly informative Inside BS Show. Chapters:00:00 Introduction01:05 Stephanie's Story: How She Became a Trust and Estates Lawyer03:00 What is Elder Law?06:10 What Documents Do We All Need?08:45 What is a Health Care Power of Attorney?10:35 What is a Trust?13:10 How a Trust Can Help with Privacy Concerns?19:58 Who Should Never Put an Asset In Their Name?22:30 The Role of Trusts and Estates in Asset Protection25:48 Why You Should Separate Assets from Your Main Business30:10 How Does Asset Protection Impact Partnerships?32:00 Why Every Business Needs Keyperson Insurance38:46 A Great Message From Stephanie Sexauer About Helping Our NeighborsStephanie SexauerAttorney and FounderSexauer Law(312) 300-4743www.sexauerlaw.comsms@sexauerlaw.comAbout Stephanie SexauerStephanie Sexauer has worked exclusively handling probate, estate, and adult guardianship matters since she first started practicing law. She began her studies at the University of Illinois, Urbana-Champaign where she earned a BFA before pursuing legal studies at the John Marshall Law School in Chicago.Stephanie has helped hundreds of Chicago families handle the murky waters of probate. She is frequently appointed by Cook County judges as a “Guardian ad Litem” to observe and make recommendations as to the best interests of senior citizens.When she's not at work, Stephanie serves on the board of the Red Shoe Society, a group that works to financially benefit and bring awareness to the families living at the Ronald McDonald houses of Chicago.
Sean Devlin & Bryce Burton are both experts in Estate Planning. They discuss the importance of securing your assets in order to avoid Probate. We also dive deep into the details of a Living Will, Durable Power of Attorney, Healthcare Power of Attorney, Financial Power of Attorney and setting up a Trust. For more information click the links below to contact Sean or Bryce. Sean.Devlin@pd-attorneys.com https://pd-attorneys.com bryce@bwburtonlaw.com https://www.bwburtonlaw.com DISCLAIMER: The information on this podcast is for general information purposes only. Nothing in this podcast should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or listening does not constitute, an attorney-client relationship. Listeners are advised to consult with a qualified attorney on any legal issue.
Welcome to this week's Wisdom and Wealth Podcast. This week we begin a four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Healthcare Power of Attorney. In this first part of our discussion we discuss what a HC POA is, what it specifically does, whether or not a “living will is sufficient”? Who should be your Health Care Agent? Please let us know what you think of this week's episode and also if there are additional questions you have that we did not cover!
Welcome to this week's Wisdom and Wealth Podcast. This week we begin a four part series with Sarah Duey, JD, CTFA, CAPⓇ, AEPⓇand Tom Fridrich, JD, CLU, ChFC on Healthcare Power of Attorney. In this first part of our discussion we discuss what a HC POA is, what it specifically does, whether or not a “living will is sufficient”? Who should be your Health Care Agent? Please let us know what you think of this week's episode and also if there are additional questions you have that we did not cover!
Ed welcomes family and estate law attorney Ken Shabel back to the studio with the overall topic of estate planning. Ken explains the importance of having a will, a living will, and a Power of Attorney and Health Care Power of Attorney. He breaks down advantages and possibly disadvantages of the trust you would choose to have. He also explains how daunting the probate process can be. You can reach Ed and the team by calling 800-563=7030. The Wealth Training Academy See omnystudio.com/listener for privacy information.
Ed welcomes family and estate law attorney Ken Shabel back to the studio with the overall topic of estate planning. Ken explains the importance of having a will, a living will, and a Power of Attorney and Health Care Power of Attorney. He breaks down advantages and possibly disadvantages of the trust you would choose to have. He also explains how daunting the probate process can be. You can reach Ed and the team by calling 800-563-7030. The Wealth Training Academy See omnystudio.com/listener for privacy information.
Where is your money going when you die? Who takes care of the dog if you go up yonder? Who decides when it's time to “pull the plug if you fall into a coma?” THESE ARE ALL QUESTIONS THAT WE NEED TO ANSWER BEFORE IT'S TOO LATE. Join Syd for S2 Ep11 Making Money Moves Part III: How to Build a Comprehensive Estate Plan as she sits down with Attorney Delania Barbee, who answers all the important questions on how to best prepare yourself and your loved ones for your death or incapacity. Delania Barbee, Esq. is the Founder and Managing Attorney of Barbee Law Boutique, PLLC where she helps entrepreneurs build and protect their businesses and legacies with solid business foundations and estate planning. Want to work with Delania? Follow her on Instagram: @DelaniaEsq or @BarbeeLaw LinkedIn: https://www.linkedin.com/in/dcbarbee. Facebook: www.facebook.com/BarbeeLawOnline Website: www.barbeelawonline.com. Resources: www.barbeelawonline.com/resources **The information shared during this episode is for general education purposes only. No information shared on this show is legal advice. Speak to a lawyer if you have questions about your specific situation. Want to connect with The Sugar Free Podcast? Subscribe to our YouTube Channel: https://www.youtube.com/channel/UC0cHoUmESN8CF3uGZ7IyeDA SHOW NOTES What is an estate plan? It is a plan that sets forth your intentions for how you wish to protect yourself, your stuff and your loved ones in the event that you die or become incapacitated. Do I need an estate plan if I don't own real estate? Yes, you don't need to own any real estate in order to have an estate plan. When it comes to estate planning, an estate consists of all money, property or other assets that a person may own in life or at the time of their death. Does my estate have to be valued at a certain dollar amount to need an estate plan? No, there is no minimum asset or dollar amount threshold for having an estate plan. Even if you don't own anything, you should still have an estate plan to determine what happens to you in the event you become incapacitated. What documents do you need to include in your estate plan for the purposes of incapacity planning? Healthcare Power of Attorney HIPAA (Health Insurance Portability and Accountability Act) Release Advanced Healthcare Directive (aka living will) General Power of Attorney What documents do you need to include in your estate plan to dispose of your assets when you die? Will—a written instrument that provides instructions on how to divide your assets upon your death. Trust –a legal agreement that allows a third party, a trustee, to hold and direct assets on behalf of a beneficiary. If I have limited resources or funds, what documents are most important for me to have drafted first? If you can afford to at least sit down with an attorney, you should first invest in a consultation with a lawyer in your state who can provide you with state-specific advice based on your individual situation. If you can't afford to sit down with an attorney: Start documenting and organizing all of your assets. Designate beneficiaries on all of your accounts (bank, investment, retirement…etc). ADVERTISEMENTS: Shop with The Sugar Free Podcast advertisers: Building Bread—Want to start investing in the stock market? Purchase the Investor's Toolkit by clicking this link: https://buildingbread.thinkific.com/courses/the-investor-s-toolkit?ref=85305c AND this link will also get you 25% off your purchase. Formally Forms – Need contract templates and forms for your business? Visit www.formallyforms.com for easy-to-use contract templates and forms for your business. Use code: SUGAR to receive 20% off your next purchase.
In this hour, Elder Law and special needs attorney Jim Koewler talks with Suzanne Newman about how to appoint people to represent you in situations where you're unable to act for yourself – a who's who of people who should be involved in your estate plan. This segment focuses on trusts. Revocable Trust Initial Trustee: Grantors (the people setting up the trust in the first place) Successor Trustee (After initial trustees both deceased or physically/mentally unable to continue as trustee): Person who gets stuff done, meets deadlines, and doesn't buckle under pressure from other heirs. Irrevocable Third-Party trust for disabled person Grantors are initial trustees Successor Trustee First Approach - Trustee: Person who will look out for disabled beneficiary but will not cave in to unreasonable demands for money from trust and will not resent having to deal with beneficiary Second strategy:Trustee: Bank or trust company or trusted family memberDistribution Committee (to make decisions on when to pay out for benefit of beneficiary, taking pressure off the trustee):- Special needs attorney- Social worker- Family member(s) (maybe) HIPAA Release (Gives access to health information. Doesn't grant decision-making authority. Include everyone who is named in Health Care Power of Attorney Include any other family members or friends who are likely to help look after you if you need care (long-term or otherwise) Include elder law attorney and, if attorney has one, attorney's care coordinator You can listen to the podcast or watch it on YouTube. Learn more at protectingseniors.com.
Big Ideas: What is a Health Care Proxy? [00:20] – There is a document called an Advance Directive. It is split into two parts – a Living Will and a Health Care Proxy. The Living Will states what you want or what you don't want in terms of care if you were to become terminally ill. The Health Care Proxy is a person appointed by you to speak your wishes listed in the Living Will for you in the event that you become incapacitated and cannot speak for yourself. Depending on what state you live in, a Health Care Proxy may also be known as a Health Care Surrogate, or a Health Care Power of Attorney. The role of this person remains the same regardless of what title is used where you live. Doulagivers Pearl: an Advance Directive is known as a legal document, but it is NOT 100% legally binding. People sometimes think that if they have completed this step that they are completely covered – but that is unfortunately not necessarily true. If a doctor does not agree with the instructions set forth in your Advance Directive, they do not have to legally follow it and the law is on their side. The other issue is that people who have filled out an Advance Directive often do not know where it is when they need it – it does not do us any good if we don't have it ready. There are ways around this, and we will be discussing them. It is written in many places that the Health Care Proxy is the person that will make medical decisions for you if you cannot make them for yourself – this is incorrect. The Health Care Proxy is the person you have chosen to speak the decisions you have already made in your Living Will if you cannot communicate your wishes yourself for any reason. There is a huge difference. How to Choose a Health Care Proxy [4:04] – If the person you would like to be your Health Care Proxy is not comfortable with what you have chosen, they should not be your Health Care Proxy. Why? It's not fair to them to be put under that kind of stress. Secondly, if they're not comfortable with your choices – it's already very difficult to discuss things with doctors who may have different things they want to try, or think are better choices. This is usually a fast-paced crisis time when these conversations are taking place and if you do not have someone who is steadfast and grounded in their obligation to uphold your wishes – there is a good chance that they won't. Your Health Care Proxy does not need to be a relative. There is a lot of room to choose one that is right for you. They need to be comfortable with what you're choosing – so tell them why you're choosing the things you are. Explain it to them. As difficult as it may be to hear, this is the time to give them the rationale behind your wishes – this will make it much more likely that your wishes will be supported later on. The person that you are trusting to speak those decisions for you needs to have a clear understanding of why you want them. You want your Health Care Proxy to be in geographical proximity to where you live, and you also always want to have two so that there is a backup available in case your primary Health Care Proxy is unavailable. Health Care Proxy Mixers [10:37] – This is a dream/vision of mine in which a group of people who are interested in being Health Care Proxies for one another get together to fill this need. I think this would be a great idea because we currently have an Eldercare Crisis and there is a huge number of the elderly who do not have family. I hear from them all of the time and they are very concerned about who is going to be their Health Care Proxy. We want people to have peace of mind and to know that we're in this together. For that reason, I think this idea will be useful so that elderly (or anyone) can have the opportunity to get to know each other, share ideas and philosophies, talk about what they would want or not want at the end of life and provide a space for people to explore this subject and then decide to fill that Health Care Proxy role for each other. Memorable Quotes: “It is written in many places that a Health Care Proxy is the person you choose to make medical decisions for you if you're unable to speak for yourself. That is untrue. They're not making the decisions - you are. There's a big difference there.” – Suzanne B. O'Brien RN “We have an Eldercare Crisis and many elderly people do not have children or family. I hear them say all the time, ‘Suzanne, who is going to care for me? Who is going to speak for me? Who is going to be there for me at my end of life because I don't have any family?' We've got to find ways to support people.” – Suzanne B. O'Brien RN Resources: – Get the FREE DEATH DOULA GUIDE HERE: https://www.doulagivers.com/death-doula-guide-2/ Join the FREE MEMBERSHIP AND TRAINING SITE HERE: https://www.facebook.com/groups/4491664174178077 Please "Like" and "subscribe" to my channel! Please Rate & Review the Podcast!!! xoxoxo Suzanne
Big Ideas: What is a Health Care Proxy? [00:20] – There is a document called an Advance Directive. It is split into two parts – a Living Will and a Health Care Proxy. The Living Will states what you want or what you don't want in terms of care if you were to become terminally ill. The Health Care Proxy is a person appointed by you to speak your wishes listed in the Living Will for you in the event that you become incapacitated and cannot speak for yourself. Depending on what state you live in, a Health Care Proxy may also be known as a Health Care Surrogate, or a Health Care Power of Attorney. The role of this person remains the same regardless of what title is used where you live. Doulagivers Pearl: an Advance Directive is known as a legal document, but it is NOT 100% legally binding. People sometimes think that if they have completed this step that they are completely covered – but that is unfortunately not necessarily true. If a doctor does not agree with the instructions set forth in your Advance Directive, they do not have to legally follow it and the law is on their side. The other issue is that people who have filled out an Advance Directive often do not know where it is when they need it – it does not do us any good if we don't have it ready. There are ways around this, and we will be discussing them. It is written in many places that the Health Care Proxy is the person that will make medical decisions for you if you cannot make them for yourself – this is incorrect. The Health Care Proxy is the person you have chosen to speak the decisions you have already made in your Living Will if you cannot communicate your wishes yourself for any reason. There is a huge difference. How to Choose a Health Care Proxy [4:04] – If the person you would like to be your Health Care Proxy is not comfortable with what you have chosen, they should not be your Health Care Proxy. Why? It's not fair to them to be put under that kind of stress. Secondly, if they're not comfortable with your choices – it's already very difficult to discuss things with doctors who may have different things they want to try, or think are better choices. This is usually a fast-paced crisis time when these conversations are taking place and if you do not have someone who is steadfast and grounded in their obligation to uphold your wishes – there is a good chance that they won't. Your Health Care Proxy does not need to be a relative. There is a lot of room to choose one that is right for you. They need to be comfortable with what you're choosing – so tell them why you're choosing the things you are. Explain it to them. As difficult as it may be to hear, this is the time to give them the rationale behind your wishes – this will make it much more likely that your wishes will be supported later on. The person that you are trusting to speak those decisions for you needs to have a clear understanding of why you want them. You want your Health Care Proxy to be in geographical proximity to where you live, and you also always want to have two so that there is a backup available in case your primary Health Care Proxy is unavailable. Health Care Proxy Mixers [10:37] – This is a dream/vision of mine in which a group of people who are interested in being Health Care Proxies for one another get together to fill this need. I think this would be a great idea because we currently have an Eldercare Crisis and there is a huge number of the elderly who do not have family. I hear from them all of the time and they are very concerned about who is going to be their Health Care Proxy. We want people to have peace of mind and to know that we're in this together. For that reason, I think this idea will be useful so that elderly (or anyone) can have the opportunity to get to know each other, share ideas and philosophies, talk about what they would want or not want at the end of life and provide a space for people to explore this subject and then decide to fill that Health Care Proxy role for each other. Memorable Quotes: “It is written in many places that a Health Care Proxy is the person you choose to make medical decisions for you if you're unable to speak for yourself. That is untrue. They're not making the decisions - you are. There's a big difference there.” – Suzanne B. O'Brien RN “We have an Eldercare Crisis and many elderly people do not have children or family. I hear them say all the time, ‘Suzanne, who is going to care for me? Who is going to speak for me? Who is going to be there for me at my end of life because I don't have any family?' We've got to find ways to support people.” – Suzanne B. O'Brien RN Resources: Get the FREE DEATH DOULA GUIDE HERE: https://www.doulagivers.com/death-dou... Join the FREE MEMBERSHIP AND TRAINING SITE HERE: https://www.facebook.com/groups/44916... Please "Like" and "subscribe" to my channel! Please Rate & Review the Podcast!!! xoxoxo Suzanne
You may not know when you'll end up in a hospital but being prepared is key. Having some “Estate Planning” done before hand could not only save you money, but it could direct the care you get or don't want. In this episode of Constitution Corner, you'll learn about two important documents, the Healthcare Power of Attorney and Advanced Directives. Robert Owens will explain why they are so important to your medical rights. Action Items: Like and share this video with othersWatch “Overview of America”. Apply for JBS membership and get involved. Sign up for Legislative Action Alerts or text JBS to 800-527-8721.
You may not know when you'll end up in a hospital but being prepared is key. Having some “Estate Planning” done before hand could not only save you money, but it could direct the care you get or don't want. In this episode of Constitution Corner, you'll learn about two important documents, the Healthcare Power […] The post Planning for the Inevitable | Constitution Corner appeared first on The John Birch Society.
Through a Health Care Power of Attorney, you can appoint a trusted proxy to make sure your treatment preferences are complied with by the medical professionals. This can be an important measure of protection both during periodic illnesses as well as at the end of life. (Most severe critic: A+) Inspired by "MEDICARE FOR THE LAZY MAN; Simplest & Easiest Guide Ever! (2021)" on Amazon.com. Return to leave a short customer review & help future readers. Official website: https://www.MedicareForTheLazyMan.com Send questions & love notes: DBJ@MLMMailbag.com
Advocacy Success Delivered by Multiple Touch-points with State Legislators. Our conversation with Zach Shamberg, CEO of the Pennsylvania Health Care Association (PHCA). ABOUT The GUEST Zach Shamberg, CEO of the Pennsylvania Health Care Association (PHCA). Zach is the former Director of Government Affairs at PHCA, and was also Chief of Staff to state Representative Todd Stephens. Zach was recently named to the ‘Healthcare Power 100' by City & State PA, a statewide political publication. Thank you to our sponsor: Rap Index, tell them Roger sent you. https://www.rapindex.com This podcast is dedicated to the art of advocacy. Also listen for this episodes advocacy tip. Contact Voices In Advocacy at: www.VoicesinAdvocacy.com 480 488-9150 At Voices in Advocacy we work with organizations that want to inspire, educate, engage, and activate their supports to become even better influential advocates.
As we observe National Estate Planning Week, people are beginning to realize that estate planning is not just for the wealthy. Anyone who owns an asset that they want to leave to another needs a Will. But, everyone needs a Health Care Power of Attorney, Living Will and Durable Power of Attorney. Don't wait until you find yourself in a medical emergency and no one is able to make decisions for you. Remember just because you are married and/or living with the person does not entitle you to any medical records or to make medical decisions. Often times even being the parent of a grown child gives you no rights.Blair Cato's own Marshall Minton joins me today to discuss what you need to know about estate planning.Plus, in my segment "SAY WHAT" I read the funniest Will ever recorded in Richland County and of course Gary's Good News Only.Please like, share and subscribe!Gary
Why is Incapacity Planning important for your financial future? In this episode our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guests, Emily Pattison and Rachel Truhlsen, attorneys at Vandenack Weaver, discuss incapacity planning; the practical aspects of it and the legal documents needed. Learn the difference between mental and legal capacity, how to identify possible concerns, what conversations you need to have in regard to Healthcare Power of Attorneys and how to pick your advocate? Listen in so that you have all the steps in place to protect yourself and your loved ones. A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
If you look around, there are a number of places you can download an online health care power of attorney. Some will assure you that they are valid in Arizona. A few are Arizona-specific. For example, the Arizona Attorney General's office provides a set of online form documents (they call it "life care planning"). Those forms come straight from the Arizona law on advance directives. The packet of documents includes a health care power of attorney, a living will, a mental health care power of attorney, and even a pre-hospital medical care directive (Arizona's so-called "orange form"). Do these online health care power of attorney forms work just as well as attorney-drafted documents? Can you save legal fees by just downloading the forms, completing them and getting them properly witnessed? As we discuss in this week's podcast episode, that might work just fine. But we customize your documents to cover your actual wishes. We assure that they are properly completed and distributed. We think we add value. But here's our biggest tip: once you've completed documents, don't just sign whatever your doctor's office, or the hospital admissions worker, puts in front of you. Make sure your advance directives properly reflect your actual wishes.
Nate discusses estate planning with attorney Chris Green. Phone: 913-738-6597 Website: www.gransonlegacy.com Key takeaways: What is a will? Healthcare Power of Attorney Durable Power of Attorney Who needs estate planning? Irrevocable vs. Revocable Trust
Robert and Cricket Haley are your guides to aging intelligently. In this inaugural episode, they review the validity of the Netflix movie "I Care A Lot". This discussion explains guardianships, conservatorships, capacity evaluations, who can serve as a guardian, who is the GAL and so much more. I Care A Lot https://www.netflix.com/title/81350429 Health Care Tool Kit by the VA Bar Association as information for your Health Care Power of Attorney: https://www.americanbar.org/groups/law_aging/resources/health_care_decision_making/consumer_s_toolkit_for_health_care_advance_planning/ Concerning the Durable Power of Attorney https://www.americanbar.org/groups/real_property_trust_estate/resources/estate_planning/power_of_attorney/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/agingintelligently/message
Designating a power of attorney for health care is an important part of #estateplanning. It is important to appoint someone trustworthy to see to medical issues if someone is no longer able to make those decisions on their own. Read the full article here: https://www.oflaherty-law.com/learn-about-law/assigning-a-poa-in-iowa-healthcare-power-of-attorney The person who creates a durable power of attorney for health care is responsible for making sure their health care providers have a copy of the document and keep them up to date about any changes. O'Flaherty Law now serves over 105 counties across Illinois, Iowa, and Indiana. If you have any questions regarding a case or would like to speak to one of our attorneys after watching a #LearnAboutLaw video, give us a call at (630) 324-6666 or send us an email at info@oflaherty-law.com to get in contact with someone from our team. Subscribe to our channel for daily videos dedicated to all things law and leave a comment with any questions about this topic. Find us online for more legal content and to stay connected with our team - Website: https://www.oflaherty-law.com/ - LinkedIn: https://www.linkedin.com/company/oflahertylaw - Instagram: https://www.instagram.com/oflahertylaw - Facebook: https://www.facebook.com/oflahertylawGroup/ **None of the content in this series is intended as paid legal advice. This video will discuss: What is a durable #powerofattorney for health care?, What must a durable power of attorney for #healthcare contain?, Who is eligible to be an attorney in fact?, What if the durable power of attorney for healthcare is from another state?, Does the law provide an example durable power of attorney for healthcare form?, Can more than one person be an attorney in fact?, Can a court rule against the attorney in fact?, What is the attorney in fact's duty?, What if a physician wants to withhold or withdraw health care?, How does someone revoke a durable power of attorney for health care?, Will an attorney in fact ever be criminally prosecuted or civilly liable?, and What if the attorney in fact is an ex-spouse?
An Emergency Room visit is not the time to designate a Power of Attorney! End-of-life decisions are unfortunately, inevitable. Sooner or later, we all will be faced with this daunting challenge. When the time comes, your family wants to make the right decision - the decision of YOUR choosing. In this episode, Attorney Julie Steinbacher, our firm's founder, and Dr. Alex Nesbitt, a geriatrician at UPMC Susquehanna, discuss ways you can have this difficult but necessary conversation with your loved ones, as well as things you should consider when making these decisions. Access the free Health Care Power of Attorney document (available for any resident of Pennsylvania) referenced during the seminar hereHere are the other links referenced in the episode:theconversationproject.orgdocubank.comTo schedule a free strategy session with one of our attorneys, visit ChatwithSGY.com anytime.
Award earning top Black Attorney Amanda Jelks discusses the importance of estate planning when widowed. Wills, Trusts, Healthcare Power of Attorney are all discussed in depth. --- Send in a voice message: https://anchor.fm/youngblackwidowed/message
On this episode, Rhonda talks to Ashley E. Lillesand, a Managing Partner at Lillesand Law LLC, about estate planning women should do right after a divorce. Ashley shares tips on how to get through a divorce and estate planning: It gets better The guardian and money handler for the children can be, but they don’t need to be one and the same person Do not be scared of the process Estate Planning Basics: - Writing a Will - Naming Beneficiaries & Guardians - Financial Power of Attorney - Health Care Power of Attorney - Living Will - Trusts Contact Information and Other Resources Our guest today was Ashley E. Lillesand, a Managing Partner at Lillesand Law LLC. She focuses her practice on Medicaid Planning, Estate & Trust Administration, Guardianship and Probate. Additionally, she receives appointments as a Guardian ad Litem in Milwaukee County for Guardianship and Probate cases. She is a member of the Milwaukee Bar Association and the State Bar of Wisconsin – Real Property, Probate and Trust Law Section, Law Office Management Section and Solo/Small Firm Section. She earned her Bachelor of Arts degree from Marquette University and her Juris Doctorate from Marquette University Law School. Prior to becoming an attorney, Ashley worked as the Guardianship Director for Easter Seals Kindcare -Corporate Guardian. She managed over 200 guardianship appointments and has extensive experience handling Medicaid eligibility and complex estates. She also has knowledge of issues surrounding Guardian of the Person responsibilities such as placement decisions and end of life issues. During her time as Guardianship Director, she served on the board of the Wisconsin Guardianship Association as Secretary and then as President, and she spoke at several WGA conferences. Ashley lives in Hartland with husband Brian, three daughters and a son. Her family is an active member of St. Charles parish and school where her children attend. Her hobbies include riding horses, triathlons and golf. Website | Facebook | LinkedIn ____________________ Our host of Divorce Conversations for Women Podcast is Rhonda Noordyk, CFEI, CDFA® Rhonda Noordyk's relentless pursuit of financial justice for women going through divorce drove her to leave the financial industry in 2014 to open The Women's Financial Wellness Center. She was in search of a better way. She used her knowledge, passion, and experience to build a leading-edge business model. The intention was to create a business that provided a safe place for women - especially those in a vulnerable position - to find their paths, find their voices and find the financial confidence they need to lift themselves out of seemingly hopeless situations. Since starting the Women’s Financial Wellness Center, after a 10+ year career in the financial industry, she has helped alleviate financial vulnerability for thousands of women. In addition to being the CEO of The Women’s Financial Wellness Center, Rhonda is also a professional speaker. While her platform is women’s money wellness, it is not just about money. Her topics include: assertive communication, boundaries, leadership and overcoming financial myths. Her speaking experience includes: GE Healthcare, UWM Women’s Leadership Conference and Marquette Law School. In addition, she has appeared on Fox6 News, Real Milwaukee, and Morning Blend. Her dynamic and inspirational style leaves women with a sense of empowerment. Rhonda Noordyk, CFEI, CDFA® CEO | The Women's Financial Wellness Center rhonda@wfwcllc.com | (262) 522-1502 Facebook | Twitter | Instagram | LinkedIn | YouTube Schedule a FREE 30-Minute Phone Call ____________________ Sponsored by: Divorce Conversations For Women (online course) ____________________ Visit the Women’s Financial Wellness Center for a full directory listing of experts. Be sure to reach out if you would like to connect personally with the Women’s Financial Wellness Center. You can visit our website or grab a complimentary 30-minute consult. Leaving a positive podcast review is hugely important: they help the podcast get discovered by new people. Please spend 5 minutes of your time to leave a review on your preferred listening platform, we’d love to hear from you!
Alex and David Anderson discuss the 5 Key Documents You Need for Estate Planning. Tune in to learn about Last Will & Testament, Living Trust, Durable Power of Attorney, Healthcare Power of Attorney, and Living Will.
Learn what a Health Care Power of Attorney is…..why you need one…..and what can happen if you do not have one.
Everyone needs to have a Power of Attorney, but did you know there are different types of POAs? In this brief presentation, Attorney Julie Steinbacher goes over the four different types of POAs and why each is important for anyone and everyone over age 18 to have, regardless of age. If you'd like to complete your own Healthcare Power of Attorney, we are offering anyone that resides in Pennsylvania the opportunity to do so FREE OF CHARGE! Visit https://www.paeldercounsel.com/healthcare-poa-form?view=form to complete a free Healthcare POA in just minutes and have it emailed directly to your inbox automatically upon completion! A video of this presentation, complete with PowerPoint slides, can be viewed here: https://www.youtube.com/watch?v=oZ2uNdDxYxQ
Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the importance of having a current Healthcare Power of Attorney, especially during a crisis. They reveal how proper planning avoids “haste makes waste” when resources are already scarce. Listen in as we explore these topics in the latest podcast episode.A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Creative Planning legal disclosure: http://bit.ly/2DC250bIf you have questions or ideas for episodes, email us podcasts@creativeplanning.com
Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the importance of having a current Healthcare Power of Attorney, especially during a crisis. They reveal how proper planning avoids “haste makes waste” when resources are already scarce. Listen in as we explore these topics in the latest podcast episode.A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Creative Planning legal disclosure: http://bit.ly/2DC250bIf you have questions or ideas for episodes, email us podcasts@creativeplanning.com
In this recording of a virtual seminar presented on April 16, 2020 in conjunction with National Healthcare Decisions Day, Attorney Julie Steinbacher of Steinbacher, Goodall & Yurchak, and Dr. Alexander Nesbitt, geriatrician at UPMC Susquehanna, discuss the importance of making end-of-life preferences known to your family and healthcare professionals. Are you aware that when the time comes, 50% of people are physically or mentally unable to make their own end-of-life decisions? It is essential that your family and health care professionals know your preferences and values about these important decisions. Dr. Nesbitt discusses things from a healthcare professional's point of view, while Julie goes over the legal perspective. Access the free Health Care Power of Attorney document (available for any resident of Pennsylvania) referenced during the seminar here: https://www.paeldercounsel.com/healthcare-poa-form?view=formView the entire presentation with PowerPoint slides at https://youtu.be/a1BqgusgE0Y
In Episode 4 of Dr. Dave On Call, we have a serious but necessary discussion on Advanced Directives during the COVID-19 pandemic. To better help navigate the process, I will use my advanced directives during the COVID-19 pandemic as an example. Advanced directives are written statements that you prepare to express how you want your medical decisions to be made in the future if you cannot make these decisions for yourself. The COVID-19 pandemic has caused many individuals to think about these important decisions and this episode will help explain the details of advanced directives. Federal law requires that if you are admitted to a hospital to treat a health condition, you have the right to make an Advanced Directive (Patient Self-Determination Act). In the State of Illinois, there are 4 components to the Advanced Directive: 1) Health Care Power of Attorney (HPOA) 2) Living Will 3) Do-Not-Resuscitate (DNR)/Practitioner Orders For Life-Sustaining Treatment (POLST) and 4) Mental Health Treatment Preference Declaration. The Health Care Power of Attorney (HPOA) allows you to choose an individual to make health care decisions on your behalf in the future if you can't make these decisions for yourself. In the HPOA Form, you are designated as the "Principal", and the individual you choose to make decisions for you is called the "Agent". You CANNOT choose your doctor or other health care professional on your treatment team. In your HPOA From, you can provide strict instructions to your Agent outlining what types of care you would like provided or withheld. For example, you could refuse certain types of treatment (ie. blood products) because of religious/personal reasons. You could also provide instructions about organ donation as well. Your HPOA can be cancelled at any time. And, you can name a "Back-up Agent", in case your designated Agent cannot take action. Remember, if you are able to make decisions for yourself, the HPOA does not apply. A Living Will outlines to your health professional if you would like death delaying procedures used IF you have a terminal illness. A Living Will ONLY applies if you have a terminal illness. What is a terminal illness? It is a condition that is incurable and irreversible, such that death is imminent and that the death delaying procedure serves to prolong the dying process. The Do-Not-Resuscitate (DNR)/Practitioner Orders For Life-Sustaining Treatment (POLST) is an important advanced directive. This directive indicates to your health professional(s) whether you wish to have cardiopulmonary resuscitation (CPR) used if your heart and/or breathing stops. Further, it also indicates if you would like life-saving medications and procedures to be done if your heart and/or breathing stops. For example, you can direct an insertion of a breathing tube into your lungs to help you breath if your breathing stops. During a COVID-19 pandemic, this decision will be critical as we know the virus primarily affects the lungs during severe cases. A Mental Health Treatment Preference Declaration is an advanced directive that assists health care professionals if you have a mental illness and cannot make decisions for yourself. For example, if you wish to receive psychotropic medications, electroconvulsive treatment and be admitted to a mental health facility, you can choose all, some or none of the aforementioned decisions. Advanced Directives are important decisions that ideally should be discussed with your health professional and family BEFORE an individual is hospitalized for a serious illness, like COVID-19. These are very serious decisions that may require some extensive thought and discussion. More questions, please visit us: https://drdaveoncall.com/wp/ (https://drdaveoncall.com/) Email us: hello@drdaveoncall.com Tweet us: https://twitter.com/drdaveoncall (https://twitter.com/drdaveoncall) Call us and leave us a voicemail: 1-877-DrDave5 Citations:...
Welcome to another episode on RORE! We hope everyone is doing well.Jeneva Vazquez of La Strada Law is with us to discuss the very important topics we need to have a conversation on: Hippa Releases; Advanced Health Care Directive; Health Care Power of Attorney; General Power of Attorney; and Child Power of Attorney.From La Strada Law’s recent blog:Just Do Something! https://lastradalaw.com/just-do-something-step-1-creating-an-asset-inventory/Step 1: Creating An Asset Inventory: Steps You Can Take Right Now, By Yourself, Without The Help Of A Lawyer, To Help You And Your Family Be More Prepared For The Worst-Case ScenarioLa Strada Law is offering listeners of the Raised on Real Estate Podcast a Free Life & Legacy Planning Session ($750 value). All you have to do to take advantage of this offer is mention this podcast and agree to do some pre-meeting homework.What is a Life & Legacy Planning Session? During the 2-hour working meeting, you’ll discuss everything you own, everyone you love, and planning goals. Then you’ll learn the answers to “What will legally happen to you, your loved ones, your money, or your home when something happens to you.” La Strada Law believes in educating clients, so you can make empowered decisions for you and your family.Schedule an Introduction Call to learn more or schedule your Life & Legacy Planning Session to get started. All planning sessions can be can be done completely virtual.*Offer only applies to residents of NC, SC, NJ, FL, NMLa Strada Law http://www.LaStradaLaw.comLICENSED IN: NC, SC, NM, FL, & NJphone: (704) 594-1146 https://lastradalaw.com/contact-us/Greg Angello is a licensed commercial real estate broker with 13th Floor Commercial Advisors for the Carolinas http://www.13thfloorcre.comGreg@13thfloorcre.comAs always: be safe, stay healthy, stay sane!
In this Senior Learning Institute Education Moment, Shawn Estep, Estate Planning and Elder Law Attorney provides insight into the importance of having a Healthcare Power of Attorney and HIPPA Release in place. Ideally, it's part of a comprehensive estate plan.
Learn what a Health Care Power of Attorney or Advanced Directive is…..why you need one…..and what can happen if you do not have one.
Hello LYLWL Family! This episode is all about Estate Planning. Join Attorney Maria V. Primushko and me as we discuss the importance of planning your estate and the four must have when doing it. Four Must Haves: 1. Trust or Will document depending on your individual situation 2. Power of Attorney 3. Healthcare Power of Attorney 4. HIPAA
Why Do You Need a Healthcare Power of Attorney? --------------------------------------- What is Estate Planning? --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it’s needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). https://www.buckeyeestateplan.com Scott Hoberg is the co-owner of Dever Hoberg LLC. He created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. ----------------------------- How to find me out there in the world... Facebook = https://www.facebook.com/DeverHobergLLC/ LinkedIn = https://www.linkedin.com/in/scotthoberg/ Website = http://buckeyeestateplan.com
What Is A Healthcare Power of Attorney? What is Estate Planning? --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it’s needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). https://www.buckeyeestateplan.com Scott Hoberg is the co-owner of Dever Hoberg LLC. He created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. ----------------------------- How to find me out there in the world... Facebook = https://www.facebook.com/DeverHobergLLC/ LinkedIn = https://www.linkedin.com/in/scotthoberg/ Website = http://buckeyeestateplan.com
In this podcast episode, we conclude the two-part episode to Financial Wellness with Health Care Power of Attorney (HCPOA). Links to articles referenced in the episode:Terri SchiavoBrittany MaynardDeath with Dignity.orgFive WishesAARP - Free Advance Directive Forms FOLLOW SALLY:BLOG: https://sallyinthezen.com/FINDING ZEN on MEDIUM: https://medium.com/finding-zenMEDIUM: https://medium.com/@sallyinthezenINSTAGRAM: https://www.instagram.com/sallyinthezenPINTEREST: https://www.pinterest.com/sallyinthezen/If you have any questions or comments or if you would like to hear more of something in future episodes, just leave a comment on the Contacts page on my blog SallyintheZen.com.
Part 2 of a 4-part series focused on highlighting why having an in case of an emergency (ICE) plan as part of your Kajabi business isn't optional. Having survived my own near-death experience combined with my attorney experience and love for all things Kajabi - we're going to dive into health, wealth, and practical business tasks that we all need to take care of as we are building, growing, and scaling our Kajabi businesses. --- Send in a voice message: https://podcasters.spotify.com/pod/show/preneurbusinessklub/message
What's a Will? What's a Trust? Do you need a Health Care Power of Attorney or a Living Will or both? These questions and more answered by our esteemed guest Attorney Ryan Gordon, a lawyer who focuses his practice in the area of probate law. An episode loaded with information and suggestions on how to properly prepare for the final chapter.
Who needs them? What are the benefits? Things to decide when creating a will: Choose your Beneficiaries Name an Executor Name a Financial Power of Attorney Name a Health Care Power of Attorney
If you have one of these you should get the other too. www.myestateplanmeeting.com
Greg talks with Dan about the basics of Estate Planning. What basic documents are recommended? Wills, Health Care Power of Attorney (HCPOA), Financial or Durable General POA, and Living Wills. Consider a letter of intent. Red, Yellow, and Green light system for timing updates of your estate planning documents.
Proverbs 15:22 says "Plans fail for lack of counsel, but with many advisers they succeed." This week, Tovah Mitchell, elder law and estate planning attorney, joins Hans and Robby as an adviser to help you succeed in finishing well. She covers everything from power of attorneys to stock certificates and taxes. Estate planning is for everyone. Once you turn 18, you're an adult. Your parents cannot help you unless you have the documents in place. Tovah does say it is important to remember that estate plans do not just involve legal documents though, you have to consider what life insurance you have, your IRA holdings, you Social Security benefit, and so much more. This is why it is so advantageous to have a financial planner and attorney who can work together to come up with a complete plan for finishing well. Do you know which document is the most important legal document? Tovah says it is the Financial Power of Attorney, or Durable Power of Attorney. This makes sure that someone you trust can take care of your finances when you cannot. A Healthcare Power of Attorney is another important document everyone needs to have in place.If you go to the hospital, it allows someone to advocate for you to make sure you receive the care that you want. But how do you pick the person or persons to designate? Tovah goes over the advice she gives her clients. You also need a HIPAA release as well as a Last Will and Testament. Make sure to review and update these on a regular basis. At Cardinal, when new clients come in, Hans makes sure to look through their legal documents to make sure everything is correct, especially if they have recently moved, been married or divorced, or a close family member has passed away. Lastly, Hans and Tovah discuss clients that they had to work on together, which involves how estates handle stock certificates as well as what can go wrong with your estate if you do not pay your taxes properly. Don't forget to get your copy of "The Complete Cardinal Guide to Planning for and Living in Retirement" on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com.
In today's episode, learn what a Health Care Power of Attorney or Advanced Directive is…..why you need one…..and what can happen if you do not have one.And, in recognition of National Healthcare Decisions Day, learn about the special savings we are offering to listeners on a Health Care Power of Attorney.
Considering your healthcare decisions in advance is an important part of creating an Estate Plan. The three healthcare documents that most people are concerned with are the POLST, Advanced Directive, and Healthcare Power of Attorney. POLST The POLST, or Provider Orders for Life-Sustaining Treatment) is a medical order not a legal documents. Not everyone needs a POLST. This document is prepared with a physician, and sets forth whether you would want extraordinary measures taken to save you life. These measures include CPR. Physicians will often start a POLST dialog with patients that are in declining health...this is not an order for everyone. Advance Directive An Advance Directive gives instructions for care for serious conditions when you are unable to make decisions on your own. Every adult should have an Advance Directive. In Oregon, Advance Directives take a form set forth in the Oregon Statutes. Effective January 1, 2019, Oregon has a new Advance Directive form. If you already have an Advance Directive it will still work, just know that if you fill out a new one it will look a little different. This document appoints your healthcare agents and gives them instructions related to feeding tubes and other artificial life-support measures. It allows you to refuse those artificial measures, state that you want them, or that you only want them on the advice of your physician. Healthcare Power of Attorney Like the Advance Directive, this document also appoints your healthcare agent. However, the Healthcare Power of Attorney gives your agent many more powers related to your healthcare decisions. Some additional powers are: management of pain medications, coordinating in-home care, and coordinating your general medical treatment. The Healthcare Power of Attorney shines when you are not in an end of life situation, but are unable to make decisions for yourself. The Estate Plans that I prepare include an Advance Directive and Healthcare Power of Attorney (I call it an Advance Directive Addendum). These are important choices that every adult needs to make. If you'd like to learn more about Healthcare & Estate Planning or have any other Estate Planning questions, please schedule a complimentary Estate Planning Strategy Session.
There is a well-known saying “The devil is in the details.” In Jeremiah 32, it is really easy to see that God was in the details way before the devil way. This week, Hans and Robby discuss the details of estate planning, and the exact documents you need to have in order. When setting up estate planning documents, Hans and Robby discuss how you should be thinking about your family. When you are not calling the shots anymore, you children or your spouse are going to be the ones doing this. Don’t you want this process to be easy and laid-out according to your wishes? Hans talks about a client who came to him thinking he had everything squared away with his estate, he wanted help with his money. After talking for a few minutes, Hans figured out that he had a huge hole in his documents. He did not have some of the few essential documents at all while the other ones were not set up correctly. Before doing anything else, Hans and his client tackled this, as it can affect all other areas of your retirement planning, especially long term care. The 4 documents you should have prepared by an elder law attorney are a Will, a Health Care Power of Attorney, a Durable Power of Attorney, and a HIPAA release. Hans explains why the HIPAA releases you have signed at the doctor already are not suitable. If these documents are not in place, your family could end up having to go through the court to get Guardianship. While this can be expensive and time consuming, it can also end in an outcome that you would not have approved of if you had a say. God is in the details, and it is important to get these details right before it is too late. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com.
Durable Power of Attorney deals with financial matters whereas with the Healthcare Power of Attorney deals with healthcare issues and the person's body.
The One Chicago Crossover Event Recap TIVOMIKE and the Entertainment Guru offer their redeeming recaps of Chicago Fire, Chicago Med and Chicago PD. Listen in as the hosts explain the most impactful moments from last week's episodes. Plus, Michael Jefferson explains why his Legal Shield plan would have benefited many of the character's who found them selves admitted in the hospital. Visit www.legalshield.com/michaeljefferson and pick up your Legal Shield membership today and create your Health Care Power of Attorney to protect your health care wishes with professional support. Glory!
Healthcare Power of Attorney; HIPAA Waiver; Living Will (Advance Directive)
Enjoy this archived episode when Tom talks about when various estate planning documents (i.e. Will, Trust, Power of Attorney, HealthCare Power of Attorney) become effective, and when the fiduciaries (i.e. Personal Representative, Trustee, Attorney in Fact, Patient Advocate) can begin operating under the document.
Over the 6 episodes beginning January 23 I am discussing how to avoid the six most common estate planning mistakes. In today's episode, I talk about the importance of using a Durable Power of Attorney and a Health Care Power of Attorney to plan for incapacity.
Local News Chat (0:00)Rep Mike Gallagher on State of the Union (10:07)The Takeaway: Preparing for the Unexpected (19:37)Healthcare Power of Attorney (28:48)Mike Ellis on State of the Union, K-C Closures (59:57)
Tom is out of the office today...so please enjoy this archived edition of his previous episode in which Tom talks about when various estate planning documents (i.e. Will, Trust, Power of Attorney, HealthCare Power of Attorney) become effective, and when the fiduciaries (i.e. Personal Representative, Trustee, Attorney in Fact, Patient Advocate) can begin operating under the document.
In this episode, Mark covers the more technical side of healthcare decisions – Healthcare Power of Attorney, Living Will/Advanced Directive, Physician’s Orders of Scoop of Treatment (POST) and the HIPAA information release.
In today's episode Tom talks about when various estate planning documents (i.e. Will, Trust, Power of Attorney, HealthCare Power of Attorney) become effective, and when the fiduciaries (i.e. Personal Representative, Trustee, Attorney in Fact, Patient Advocate) can begin operating under the document.
Tom talks about What a Health Care Power of Attorney or Advanced Directive is…..why you need one…..and what can happen if you do not have one.
We have invited Laurie Hauptman from Hauptman & Hauptman, P.C. to help us understand when you need an elder care attorney so that when a crisis hits, you’ll be emotionally, psychologically, and financially prepared to cope with this very difficult time. Laurie A. Hauptman, Esq. (www.hauptmanlaw.com) is a graduate of SUNY Binghamton and Hofstra Law School. For 8 years she was a trial attorney at a personal injury law firm before joining forces with her husband Yale in establishing Hauptman & Hauptman, PC. A law firm devoted exclusively to elder and disability law. Laurie is a frequent lecturer on elder law and special needs topics. “What does an elder lawyer do?” is a common question we are asked. The answer is that we put together a plan to help people pay for their future long term care expenses. We are different than estate planning lawyers in that estate planning lawyers answer the question “What happens if I die?” Elder lawyers answer the question “What happens if I live?” The adult children of our seniors (both women and men) are often the driving force behind getting the necessary legal documents drafted and a long term care plan put into place; however women truly see the importance of getting answers and having a financial and legal plan started. Women are the hub of most families and know that if a plan is not implemented the physical care of taking care of a loved one could fall on them as they are called upon to become the caregivers. The process of creating a long term care plan begins with a phone call-generally from the daughter or daughter-in-law of the person needing help. Empowering women to make that initial call and take that first step will make a difference in their loved one’s life. Before our client and their family members speak to us they are usually nervous, concerned and apprehensive, but they want to talk to someone. Afterwards we often hear that they are relieved and happy to know that a plan is going to be implemented. The important legal documents that a woman should have are a General Durable Power of Attorney, Health Care Power of Attorney/Living Will and Last Will and Testament. In fact everyone over 18 should have these. Once your child turns 18 you are not legally permitted to make decisions. Further just because two people are married does not mean they are legally permitted to make decisions for each other. When should you see an elder lawyer: You are healthy and want to get your “ducks in a row” You are married and one spouse gets sick. One spouse can impoverish another spouse You have a special needs child. You will want to make sure your child is protected and can keep government benefits You are a veteran or there is a spouse that is in an assisted living or has large medical expenses and want to get a monthly pension When there is a second marriage with children from the first marriage You don’t have documents (POA, HCD) or you do have documents but they are older than 5 years People have to plan for the future. Life expectancies are increasing and people’s retirement money needs to be stretched out longer. The government programs such as Medicare and Medicaid are being strained. Through long term care planning an elder law attorney can help people utilize government benefits, such as VA Aid and Attendance, to help pay for their increasing long term care costs.
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