Call Us: (626) 858-9378
In a pandemic, ensuring your health care affairs are in order is more important than ever. Those who do have properly drafted estate planning documents are likely non-compliant with privacy rules established by the Health Insurance Portability and Accountability Act (HIPAA). As a result, their successor trustees, executors, and financial & healthcare agents often run [...]
As we slowly and tentatively begin the process of emerging from lockdown and embracing the new normal in this time of uncertainty, it may be a good time for you to revisit your estate plan. In my practice, I encounter many clients who had estate planning documents drafted some fifteen or twenty years ago and [...]
Recently, I’ve met with many clients who have revocable living trusts, and other estate planning documents, that were executed some fifteen or twenty years ago. The issue with many of these estate plans is that they are non-compliant with privacy rules established by the Health Insurance Portability and Accountability Act (HIPAA). As a result, their [...]
