Three Documents Everyone Should Have

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In addition to a will or trust, everyone should have these three basic documents, regardless of their wealth or health:
• A power of attorney for your property and accounts. This will allow a person you designate to pay your bills and make other time-sensitive decisions during a period of your incapacity.
• A healthcare power of attorney. This will allow the person you designate to make medical decisions for you (in consultation with your physicians) if you were unable to make those decisions for yourself, based on your instructions given in your healthcare power of attorney, also called an advance directive or physician directive.
• Have a HIPAA power in place which authorizes those you designate to access your protected health information.

Call to make an appointment, or receive a questionnaire, to get started on your plan for your future.

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