What Is Included on a HIPAA Authorization Form?
A HIPAA authorization is a detailed document in which specific uses and disclosures of protected health are explained in full.
Why You Need a Secondary Beneficiary
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
How Does a Trust Work?
There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.
Why Change the Executor of Your Will?
While you may draft a will assuming that your choice of executor won’t change, there are different reasons why making a switch may be necessary.
Do I Need to Name a Life Insurance Beneficiary?
What Is a Beneficiary and How Do I Name One?
What Happens When Property Is Owned Jointly and an Owner Dies?
Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
What Is Included in an Estate Inventory?
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
What Is a ‘Residuary’ Estate?
In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.
Does My Estate Plan Need an ‘ePlan’?
The average American maintains between 30 and 50 online accounts at any given time. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.
Where Should an Estate Plan Be Stored?
Safeguarding legal documents and providing access to this information is a big consideration in your caregiving plan.