Tag Archives: HIPAA

Online Estate Planning? Things to Think About

Call me old-fashioned, but I think estate planning should involve a personalized and continuing relationship, not a transaction.

While some may prefer to use low-cost websites or software because they are more concerned about price than value, think about what they won't be getting. Can LegalZoom or other online providers:
  • Look you in the eye or shake your hand?
  • ...
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What New College Students Need to Know About HIPAA

The Federal Health Insurance Portability and Accountability Act of 1996 (HIPAA) was enacted to provide guidelines to the healthcare industry for protecting patient information and privacy.

For minors, this is a non-issue because parents, as legal guardians, have access to their children’s medical information and are the ones making most of the medical decisions, as well...
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Preparing for College: It’s More Than Textbooks and Dorm Room Furniture

When a child turns 18, a world of responsibility opens up for them, whether they are ready for it or not. An 18 year old has the ability to make their own health and financial decisions without any involvement from their parents. In fact, Federal HIPAA laws prohibit doctors from releasing information to anyone without...
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Protecting Inherited Retirement Accounts

Until recently we didn’t worry too much about inherited IRA’s because they have always been protected from creditors, predators and some marital claims. That recently changed when the Supreme Court decided Clark v. Rameker, 573 U.S. ____ (June 2014). The court in that case held that funds in an inherited IRA are not considered “retirement...
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