Tag: power of attorney

Anatomy of a Good Estate Plan

John Ross and Lisa Shoalmire TV , , , , , ,
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In this episode, Lisa Shoalmire and John Ross discuss the anatomy of a good estate plan. The three phases of a good estate plan: planning for your own incapacity, the non-probate transition of assets at death, and planning for the unexpected.

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Documents That College Bound Grandchildren Need To Set Up ASA18

John Ross and Lisa Shoalmire TV , , , , , , , , , , , ,
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In this episode, John Ross and Lisa Shoalmire discuss college and college planning for your grandchildren: you need to make sure you've got some financial powers of attorney, and medical powers of attorney, and HIPAA releases, and living wills.

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Your Medical Privacy and Who is Authorized to Access Your Medical Records

John Ross TV , , , , , , , ,
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In this episode, Lisa Shoalmire and John Ross discuss your medical privacy and the people that could be authorized to access your medical records, and the HIPAA law that trumps even our state law with regard to medical privacy.

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When a Family Member’s Mental Illness Puts Them at Risk

John Ross TV , , , , , ,
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In this episode, Lisa Shoalmire and John Ross discuss dealing with a family member who's affected by some cognitive dysfunction, mental illness, or dementia to the point that they're not making good decisions for themselves or they may even be at risk of harm.

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