- Beneficiary
Designations. - Beneficiary designations should be
reviewed and confirmed to be appropriate. - If the person living with a chronic
illness is a beneficiary, consider whether a trust for them would be a
better approach. - Powers of Attorney.
- It’s not just about the documents,
consolidate and automate. Use direct deposit, automatic payments, etc. so
that financial matters are simpler. - Set up a separate account and provide
check writing privileges without giving total control to an agent over
all assets. - Consider creative uses of limited
and general powers of attorney so that you can preserve more control over
your financial matters. - Carefully consider who should be the
agent. - Living
Wills and Health Care Proxies. - Address your specific illness.
- Do you want to authorize organ or
tissue donations specifically for research to cure the disease you were
living with.
What about experimental treatments?
