Author: Bernie Greenberg

Is Your Estate Plan HIPAA Compliant?

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HIPAA compliance runs through most of our daily lives and activities. Having an estate plan which is HIPAA compliant is now mandatory in order for your wishes to be carried out.

Here are some things to check in your documents:

  • Are the documents dated prior to 2010? Older documents are often not HIPAA Compliant.
  • Do your documents mention HIPAA? If they don’t the documents are not compliant.
  • Are HIPAA Personal Representatives named? If not then the documents are not HIPAA compliant.

HIPAA Compliance

K&G can review your plan documents to ensure effective compliance. Contact our office at 303-688-3535 to schedule an estate plan review meeting today.

K&G Attorney Named 2019 Castle Rock Citizen of the Year

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K&G happily announces that the Castle Rock Chamber of Commerce has named K&G partner Bernie Greenberg as the 2019 Castle Rock Citizen of the Year. Bernie’s involvement in the local community is extensive as he has a long list of community service and is the 2019-2020 Chair of the Castle Rock Chamber Foundation, a 501(c)(3) charity which provides public education in business, economics and civics. Congratulations to Bernie Greenberg!

Get Help If You Suspect Exploitation

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Exploitation of the elderly and other persons at risk is increasing daily. The K&G Estate Department has an array of tools and lawyers to help in these difficult cases. Society should protect it’s most vulnerable, elderly, children, the disabled but alarmingly these vulnerable people are most often at risk from their own families.

Abuse of persons at risk can come in many forms. Physical, emotional or financial. Protecting at risk individuals begins with education, training and sometimes legal intervention. If you become aware of an abuse case please take these steps immediately:

  1. Report to the person responsible for the person unless that is the abuser.
  2. Report to authorities. Police and sheriff departments have training and personnel to deal with these cases.
  3. Contact our office 303-688-3535 for assistance. The K&G Estate Department has attorneys trained to assist with these matters and who specialize in protecting at risk individuals.

Blended Families and Estate Planning

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Estate planning for blended families requires careful analysis and care. Making sure assets follow the intended path also requires care. Foolishly using joint tenancy and beneficiary designations can defeat an entire estate plan.

Estate Planning for Blended FamiliesBrady bunch families are common these days and dealing with the complexities and issues requires an estate planning specialist. As this article shows, there are many issues to address:

http://www.fedweek.com/financial-estate-planning/estate-planning-blended-families/

K & G attorney Bernie Greenberg discusses estate planning for blended families in this video:

Make sure your blended family is protected with proper expertise and work with an attorney specializing in estate planning for blended families.