Important Planning Documents You Should Consider as You Grow Older [CC]

This is the first of a series that will review aspects of the retirement planning process.

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Part of retirement planning process is the preparation of documents that provide instruction in the event of disability or death. A durable general power of attorney and an advance healthcare directive are essential in the event of disability or illness. And, of course, a will is necessary to determine the disposition of assets at death, as are beneficiary designations for retirement benefits and other assets.

We will also cover the Polst* form in practice and how often it fails to honor a person's desires for a humane and compassionate end of life. Is there any moral accountability for those failures, or fiduciary liability? What are the most common errors with the improper use of a POLST that could and should be remedied to respect a person’s end of life?

By the end of the program you will be able to:

Prepare advance planning documents including a Power of Attorney and Healthcare Directives in the event of disability or death.
Describe what Advance Planning Documents are and how often should they be updated?
Recognize the importance of timely access to medical records.
Explain what a Power of Attorney does, including the importance of naming an agent and documenting and discussing values with them.

Panelists

David M Godfrey, Mary Vigal, Robert Henry Louis

Product Code

SL2101RETOLC

Duration

Publication Date

1/26/2021 12:00:00 AM

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Important Planning Documents You Should Consider as You Grow Older [CC]

Important Planning Documents You Should Consider as You Grow Older [CC]

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