COVID-19: Make sure critical planning documents are accessible

Monroe Moxness Berg’s highest priority is to serve our clients. That calling has always been at the forefront of what we do, and it has never been more so than during this challenging environment resulting from the Coronavirus (COVID – 19) outbreak. There has been an increase in the number of people contacting our office to make sure their estate planning documents are in order. Please take a few moments to review the following critical documents and make sure they are accessible to assist you in the event you experience health- or quarantine-related issues. Each of our estate planning clients has been provided with these documents as a part of their estate plan.

  • Durable Power of Attorney: This document appoints an attorney-in-fact to handle financial matters on your behalf if you are unable to do so in person.
  • Health Care Directive: This document appoints a health care agent(s) to make decisions regarding your health care if you are unable to make the decisions. The Health Care Directive also typically summarizes your thoughts and wishes concerning certain types of health care procedures you may or may not want in specific situations.
  • HIPAA Authorization: HIPAA is the Health Insurance Portability and Accountability Act of 1996, which was enacted to ensure the privacy of your medical records. A HIPAA Authorization is a document that allows you to appoint a person or group to receive access to your medical information. This medical information is necessary for your health care agent to make informed decisions.

As we navigate these trying times, let’s keep our eyes on what we can control and on how we may best take care of one another. Our attorneys remain fully accessible to you via phone or email, and have access to the documents and resources required to serve you in the manner you have come to expect from us.


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About The Author(s)

Scott represents closely held businesses and individuals in the areas of estate planning, exit planning and wealth preservation