Healthcare documents (such as a Medical POA, Advanced Directive or Living Will, and Health Insurance Portability and Accountability Act (HIPAA) authorization form) primarily focus on medical matters. However, they may also impact the financial matters handled by the successor trustee.
Tag Archives: Successor trustee
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Unlike other estate planning options, an RLT grants the ability to maintain control and enjoy accounts and property during someone’s lifetime. What’s more, it maintains privacy relative to how to manage accounts and property.