Make Sure Your Spouse Has What They Need.
So You've Remarried...
Congratulations! It is time to make different plans for your estate. We can help you to sort out exactly how you and your new spouse want to distribute your assets and to eliminate the myriad of errors that could occur.
HIPAA and other new Privacy Acts
May be more problematic than you realize
(These are Medical and Financial Privacy Acts)
Can your new spouse talk to the companies you do business with if you become incapacitated?
Can your new spouse talk to your doctors if you become incapacitated?
Just who can your Doctors talk to about your Medical Condition, if you are incapacitated?
Your New Spouse? Your old Spouse? Your Parents?
Your Daughter? Your Son? Your Brothers or Sisters?
The Answer is a staggering. . .
NOBODY ! !
It may take a court order to appoint someone to handle your financial and/or medical affairs
for you should you become incapacitated, even for a short period of time.
A little Education Will Go A Long Ways
Please give us a call and let’s discuss your situation, weigh the pros and cons and put a plan in effect that will protect everyone concerned. By eliminating all the stress that will already exist due to the loss of loved ones, the family will be able to remain friendly, respectful and everyone will receive exactly what you desire them to receive and they will do so in a prompt and efficient manner.
We're available to answer all your Remarriage questions.
Please send us an email with any questions you might have. We'll get back to you as soon as possible.
My new spouse and I just wanted information about how Will and Trusts worked. James came by and gave us a very good presentation. During this time, he helped us to discover that my spouse's beneficiaries on a couple of items were his ex! Not only that, he helped us to make sure the beneficiary was completed. Needless to say, our confidence has soared and we did our trust. Now we know 'everything' is properly 'funded' (a new word for us). Our comfort and confidence in our situation is . . . comforting! M J. Schwartz