Category: HIPAA

Make It Last – Ep 119 – Legal Risks of Living Together Unmarried After 50, Self Directed Investments, & Pension Buy-Outs

A potpourri of topics this week. In this episode, Victor explains the legal risks of living together, unmarried, after age 50. Estate planning laws favor couples who are married so what does that mean for everyone else? Then, Victor discusses an article that talks about the difference between people who are self directed in their[...]

The Importance of Documentation When Family Members Have Dementia

When people are young and healthy, they don’t often take the time to plan for their possible incapacity by executing legal documents including a power of attorney and living will. As a recent article explains, however, these documents should be completed sooner rather than later. These documents are especially important given the fact that a[...]