Updates for Clients
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This page is dedicated to current clients and will be revised on a periodic basis with information relating to updates to estate plan documentation which my office is recommending. It is the responsibility of all clients to monitor their unique estate planning objectives and any changes in their personal or financial affairs which may affect their estate plan. Please contact my office if you have questions or concerns about these recommended updates or your current documents.
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HIPAA Update: The Health Insurance Portability and Accountability Act has set forth strict rules relating to health insurance information and the ability of clients to review the medical files of their loved ones. My office is currently updating Durable Powers of Attorney for Health Care Decisions to add in a provision which addresses such matter.
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Trust Update: There may be a need to update your Revocable Living Trust to incorporate provisions as set forth in the new Missouri Trust Law and to incorporate provisions to address the consistent changes in the Federal Estate Tax laws. There is also a current review taking place for clients who have a trust in order to determine if there is a need to modify distribution provisions.
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