Estate Planning Q&A Series

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Estate Planning Q&A Series

How do I enforce a HIPAA release when a spouse is denying hospital information?: Practical steps in North Carolina

How do I enforce a HIPAA release when a spouse is denying hospital information? – North Carolina Short Answer In North Carolina, if the patient has capacity, the patient—not the spouse—controls who may receive medical information. A signed HIPAA authorization or a Health Care Power of Attorney (with disclosure language) may be honored by the…

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Estate Planning Q&A Series

How can I set up a living trust to protect my parent’s home and retirement accounts?: Practical steps under North Carolina law

How can I set up a living trust to protect my parent’s home and retirement accounts? – North Carolina Short Answer In North Carolina, you create a revocable living trust, name a trustee, and transfer (retitle) the home and non-retirement accounts into the trust. Retirement accounts generally stay in your parent’s name; you update their…

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Estate Planning Q&A Series

What happens to our joint bank account and cars if we become incapacitated without a power of attorney?: North Carolina

What happens to our joint bank account and cars if we become incapacitated without a power of attorney? – North Carolina Short Answer In North Carolina, if both spouses become incapacitated without powers of attorney, no one has legal authority to manage your finances or titled property until the Clerk of Superior Court appoints a…

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