July 07, 2022
DPOA for Health Care: Should I Have a Separate HIPAA for Others if I Am Hospitalized or Incapacitated?
Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from their offices in Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi. In this week’s webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the below questions.
- 0:00 Introduction/Positive Focus
- 3:29 My DPOA for health care authorizes a release of personal health info to my agent. Should I have a separate HIPAA for others if I am hospitalized or incapacitated?
- 8:59 What happens, from a tax perspective, when someone passes away?
- 14:20 When does the lien holder end?
- 16:55 I’m the trustee of a Dynasty Trust, what is the form I need to fill out to send to each of the trust beneficiaries?
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About Castle Wealth Group
Contact Castle Wealth Group for all your estate planning needs. We build a perfect strategy for your retirement, including income planning, investment planning, tax planning, health care planning, and legacy planning. Visit our website or call us at 844.885.4200 or email us for your financial advice.
Join our Weekly Wisdom Webinars
Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200.