What You Should Know About a HIPAA Release and Estate Planning

January 13, 2017

There are many different documents that you may wish to have in your arsenal when it comes to preparing for your future. One of these, for example, is referred to as a healthcare power of attorney which allows a trusted individual to make decisions on your behalf about your medical treatment if you become unable to do so on your own. Only medical powers are granted in this document rather than financial powers. However, you may want to also consider a HIPAA release. 

This is one of the most important documents to keep a copy of with all of your other estate planning materials. The health insurance portability and accountability act of 1996 outlines that medical records have to be kept confidential. It can also have unintended consequences, however. Without the legal ability to share medical records, it could be challenging for your family to get critical information about your treatment and medical condition if you become incapacitated.

A HIPAA release will allow your medical providers to give this information to your loved ones in the event that something happens to you.  The documents you have set aside for health purposes may be beneficial to your family members if something unexpectedly happens to you. Although these are difficult topics to consider, thinking about them in advance can help you with a broad range of estate planning goals and needs.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Understanding the New FinCEN Residential Real Estate Reporting Rule

What Business Owners and Property Investors Should Know Before March 1, 2026 Effective March 1, 2026, the Financial Crimes Enforcement Network (FinCEN) will implement a new residential real estate reporting rule that significantly expands ...

<p>The post Understanding the New FinCEN Residential Real Estate Reporting Rule first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Top 5 Things Employers Should Know About Their 401(k) and Employer-Sponsored Retirement Plans

Discover the top five things business owners should understand about managing a 401(k) or employer-sponsored retirement plan, including fiduciary responsibility, fees, compliance, and employee engagement. ...

<p>The post Top 5 Things Employers Should Know About Their 401(k) and Employer-Sponsored Retirement Plans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore

Health care is one of the most significant and often underestimated retirement expenses. Explore Medicare, long-term care, and tax planning considerations for affluent families. When most people think about retirement planning, they focus on investment ...

<p>The post Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>