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Home / Archives for Special Needs Planning

The Basics: “HIPAA” Powers

August 27, 2020Elder Law, Estate Planning, Legal Education, LGBTQ Planning, Medicaid Planning, Retirement Planning, Special Needs Planning, Veteran's Administration

Sign your Financial Power of Attorney and Healthcare Power of Attorney

This is the third in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney. The second article examined the Healthcare Power of Attorney and Advance Directive. This third article in the series focuses on a “HIPAA” Power of Attorney. These three documents are the keystone in even the most basic estate plan. Power of Attorney Brief Review Earlier in the series, we saw that a Power of Attorney is a document by which you appoint someone as … [Read more...] about The Basics: “HIPAA” Powers

The Basics: Financial Power of Attorney

August 13, 2020Estate Planning, Legal Education, LGBTQ Planning, Medicaid Planning, Retirement Planning, Special Needs Planning, Veteran's Administration

Sign your Financial Power of Attorney and Healthcare Power of Attorney

A Power of Attorney is part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health care. This is the first in a three-part series of articles on Powers of Attorney. This first article examines the Financial Power of Attorney. The second article will address the Healthcare Powers of Attorney. The third article in the series will focus on a “HIPAA” Power of Attorney. These three documents … [Read more...] about The Basics: Financial Power of Attorney

The Basics: Power of Attorney for Healthcare

August 13, 2020Elder Law, Estate Planning, Legal Education, LGBTQ Planning, Medicaid Planning, Retirement Planning, Special Needs Planning, Veteran's Administration

Sign your Financial Power of Attorney and Healthcare Power of Attorney

Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health care. This article concerns the Healthcare Powers of Attorney and Advance Directives. This is the second in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney. This second article examines the Healthcare Power of Attorney and Advance … [Read more...] about The Basics: Power of Attorney for Healthcare

Planning for Education Expenses

September 4, 2019Estate Planning, Special Needs Planning

Graduate Piggy Bank

  In this third of four articles, we take a look at planning for those educational expenses.  The cost of education is continually on the rise.  How can you help your children or grandchildren? Planning for Education Expenses by Steve Hartnett <img class="wp-image-15521 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/08/Education-300x300.jpg" alt="" width="147" height="147" />This is the third in a series focusing on planning for children. The first article … [Read more...] about Planning for Education Expenses

Planning for Special Needs Children

August 28, 2019Estate Planning, Special Needs Planning

Boy in wheelchair

  Planning for a child who has a disability or special needs can be difficult.  This article sheds some light on this tough subject. Planning for Special Needs Children by Steve Hartnett <img class="wp-image-15503 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/07/Special-Needs-2-300x300.jpg" alt="" width="169" height="169" />This is the second in a series focusing on planning for children. The first article was focused on the importance of planning if you … [Read more...] about Planning for Special Needs Children

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