• Davis Law Group Team

Tag Archives: HIPAA

Preparing for College: It’s More Than Textbooks and Dorm Room Furniture

When a child turns 18, a world of responsibility opens up for them, whether they are ready for it or not. An 18 year old has the ability to make their own health and financial decisions without any involvement from their parents. In fact, Federal HIPAA laws prohibit doctors from releasing information to anyone without...
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Protecting Inherited Retirement Accounts

Until recently we didn’t worry too much about inherited IRA’s because they have always been protected from creditors, predators and some marital claims. That recently changed when the Supreme Court decided Clark v. Rameker, 573 U.S. ____ (June 2014). The court in that case held that funds in an inherited IRA are not considered “retirement...
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Ten Top Estate Planning Mistakes

Most of us make mistakes.  They vary in importance and for the most part can be corrected before any real damage has been done. With estate planning we find that mistakes vary based on our client’s planning objectives, which vary with changes in their lives, the lives of their loved ones and changes in their...
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Your Durable Power of Attorney

An important part of any thorough estate plan is the preparation of a Durable Power of Attorney.  This document allows someone you designate to represent you and act on your behalf to deal with financial matters, including banking, investment, real estate, gifting and other financial transactions. It is important to have a Durable Power of Attorney...
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