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Eight Steps for Updating Health Care Documents

As grim as it might seem, the coronavirus pandemic should remind clients to have these health care documents in order.

With cases of the coronavirus on the rise in the United States, it’s important for clients to be prepared, especially when it comes to their health care documents. These include a living will, health care proxy, HIPAA release and Do Not Resuscitate (DNR).  A living will is a statement of your client’s health care wishes, a health care proxy appoints an agent to make health care decisions; a HIPAA release authorizes a named individual to communicate with your client’s medical providers and see his medical records; a DNR is a document providing that your client doesn’t want heroic end of life measures.

Here are 8 steps you should tell your clients to take:

Disclaimer: We do not provide legal advice so you must rely on your own attorney to guide you. Be mindful laws on signing documents and other matters vary dramatically from state to state and are changing rapidly.


Susan Joy Bruno is a financial advisor with Beacon Wealth; Marc Minker is a Partner with CBIZ and Martin M. Shenkman is an attorney in Fort Lee, NY and NYC.

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