Learn why you need 3 key health forms: A living will, a health care proxy, and HIPAA.Fidelity Viewpoints Key takeaways Most people should have 3 key health-related legal documents in place: a living will, a health care proxy, and a HIPAA authorization. When naming a health care agent, ...
My wife is trying to work with fidelity for about a month after her fathers passing. He has an account with $700k+ in it and she is listed as POA. She has worked with ISG, the dept supposedly doing this. After sending many, many forms, some notarized from her and her brother, makin...
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