Tag: Financial POA

Am I “Adulting”?

Jan 1, 2019

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in Estate Planning

beneficiaries beneficiary designation car insurance Financial POA HIPAA homeowners insurance life insurance Medical POA safe document destruction Trust Will

Before you ring in the new year, don’t forget this year-end checklist! Review Estate Planning Documents (Trust/Will, Financial/Medical POA, and HIPAA). If you already have had documents prepared, the end of the year is a perfect time to review them to make sure that they are still meeting your needs. If you do not have…