Five Basic Documents

Hello again,

I hope you’ve read through “Guarding Your Treasure” and that you’ve started the steps necessary to name a legal guardian for your minor children.

Even though selecting a guardian will ensure that your children are raised by the person you choose in the event of a tragedy, there are five additional documents I recommend to all my clients to protect their families: a will, a durable power of attorney, a medical power of attorney, a HIPAA authorization and a directive to physicians. To read about them, click here.

I’ll be in touch in a couple of days with more information. I hope you’re doing well. Let me know if there is more that I can do to help.