We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.
Here are this week’s items:
Portfolio Update: Murs and I have recorded our portfolio update for May 15, 2023
This Week’s Podcast -Why do You Need a HIPAA Authorization?
Listen in to learn how your HIPAA Authorization can connect with your living will or health care power of attorney for information to be shared. You will also learn about the medical information that can be released to an authorized person per HIPAA standards.
This Week’s Blog – Why do You Need a HIPAA Authorization?
Estate plan packages are something we advise all of our clients to think about, and it often starts with a discussion of a will, power of attorney, and if the person needs a trust. However, there’s one element that should never be overlooked: HIPAA authorization forms.