If you do not already have these important documents in place for an adult child in college, it is time that you do.
College is an exciting time for families as the next generation forges their own path ahead as independent adults. While it’s often hard to let go, with our College Prep Checklist you can have added peace of mind as a safety net should an emergency situation arise where a child is unable to help themselves. Our checklist is designed to safeguard the next exciting chapter and includes:
- What document(s) you need:
- Healthcare Directive
- HIPAA Authorization
- Power of Attorney
- …and more.
- What the document(s) do and why they are important
- How to access them
- What to do with them once they are put in place
Important Disclosure: This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. Only private legal counsel may recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. An investor should consult with their financial professional before making any investment decisions.
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