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In This Issue
Client Reminders
Important New Year Tips
Quick Links
 
 
New Year's Reminders
 
Have you completed  your Will Memorandum?
 
Have you filled out your Medical ID card?
 
Have you coordinated your beneficiaries of life insurance and retirement plans with your Will?
 
Contact Information:
 
Lorie Burch
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Announcing the Premiere Issue of My Newsletter!

 
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Happy New Year!

Welcome to the first issue of my e-newsletter!  This newsletter will be used to keep clients, business partners, and potentials referrals up-to-date with important estate planning information.  If you have any suggestions, please let me know.  Enjoy!
  
Important New Year Tips
 

- Do you have kids OVER 18? -

If you have children who are over the age of 18, you should consider having each of them sign a medical power of attorney, medical record release, and financial power of attorney so that you can still make medical and financial decisions as well as having access to medical information for their children. 
 
Once a child has reached the age of majority (18), no one, including parents, has the right to make medical/financial decisions or have rights to medical information, even if they are still financially supporting their children or have their children covered under their medical insurance.
 
- Do you have kids UNDER 18? -
If you go out of town without your children, will the person you leave them in the care of have the ability to make health care decisions or even travel with them?  A document titled "Designation of Agent to Make Health Care Decisions for Children" allows you to appoint one or more individuals to make health care decisions for your children and allows such individuals to travel with your children, which would include taking them to and from school and activities.
 
Contact Lorie today to find out how to get these documents for your children!

If You Don't have a Will, the State of Texas has One for You!

This newsletter provides information of a broad general nature only.  The information contained in this article does not constitute legal or tax advice.