Your Living Trust contains private information. Instead of making every aspect of the Trust public, you can provide a Certificate of Trust to businesses or people you are dealing with on behalf of the Trust. The Certificate of Trust is a condensed document which is used to verify the important…
What documents have taken on more immediate importance as the pandemic continues? Here is a list of documents to seriously consider dealing with immediately: Advance Health Care Directive — This document names someone to make health care decisions for you. You can describe your preferences for end-of-life care. Last Will…
Legal Documents Every College-Age Student Needs As a parent, you lose the ability to make decisions on your child’s behalf when he or she turns 18. You no longer have the right to make medical decisions or speak with their doctors. If you would still like to have the ability…
Beginning February 16, 2021, only the first $1,000,000 of taxable value can be excluded from reassessment of a transfer of a principal residence by a parent to a child. Additionally, the child must use the home as their principal residence immediately following the transfer. Let’s look at an example: Henry…
Everyone who has access to your medical information is bound by HIPAA. Here’s what this means for you.
