The Office is open Monday through Friday. Call for an appointment. In home consultations are available.

You will receive a response to all written and verbal inquiries within 24 hours.

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What's New
Ah the holidays are over, and we had a month or two to catch our breath. There is however one chore yet to be accomplished. That is taking a moment to review your estate plan and verifying that the documents are still current, and continue to meet your estate management and distribution goals. This simple 30-minute review can save your love ones hours of pain and the great expense of having to probate a major asset that was not include in your trust.

If you have any question concerning the review please give me a call. I would be more then happy to discuss with you any concerns you may have about your estate.

The following information will assist you in the review of your Avance Health Care Directive.

1. Release of health care information:

The release of individual health information is highly restricted under the provisions of the Health Insurance Portability and Accountability Act of 1996 (HIPAA), 42 USC §1320d and 45 CFR Parts 160, 164, and California law.

The restriction placed on the release of medical information under HIPAA and California Law, could impair your agent's ability to have a Physician declare that you are unable to make your own health care or financial decision. This is due his/her concern about releasing health care information about you which is contrary to Federal and State law. These concerns maybe overcome by either of the following methods.

a) You can sign a "GRANT OF AUTHORITY TO HEALTH CARE AGENT AND AUTHORIZATION UNDER HIPAA AND CALIFORNIA LAW FOR RELEASE OF HEALTH INFORMATION" form, or

b) By changing your Advanced Health Care Directive to one that goes into effect immediately versus a spring AHCD that only goes into effect once a Physician has declared that you cannot make your own health care decisions.

If, however, you would prefer to have your AHCD updated to reflect its immediate activation, please call and we will review your directive and update it as necessary.








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