TITLE

Twelve Indicators You Need to Update Your Estate Plan

AUTHOR(S)
Gardner, Randy; Daff, Leslie; Welch, Julie
PUB. DATE
October 2009
SOURCE
Journal of Financial Planning;Oct2009, Vol. 22 Issue 10, p46
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses twelve guidelines that functional food executives need in order to update their estate plan in the U.S. It is stated that in determining the incapacity in the client's estate planning documents, the successor trustee of the client's living trust will mange the client's trust assets while the agent under the client's durable power of attorney for property management will manage the client's nontrust assets. It is mentioned that Health Insurance Portability and Accountability Act (HIPAA) is necessary to circumvent privacy laws surrounding medical records.
ACCESSION #
44677399

 

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