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LIFECARD PLUSSM PACKAGE & SERVICE CHOICES
LIFECARD PLUSSM offers what everyone needs and few people have: emergency and end of life preparedness. LIFECARD PLUSSM safeguards health care wishes and medical records, protects assets, can mitigate tax losses, and provides for charitable gifts and bequests with security, flexibility and affordability.
ALL LEVELS OF LIFECARD PLUSSM MEMBERSHIP - Safeguard health care wishes and medical records with these core features: Durable Power of Attorney for Health Care, Durable Agent Notices, Advance Medical Directives, Living Will, HIPAA Statement, and membership card.
LIFECARD PLUSSM MEMBERSHIP WITH POSSESSION PROTECTION - Adds a Durable Power of Attorney for Assets and Stand Alone Will.
LIFECARD PLUSSM MEMBERSHIP WITH TRUST CONTROL AND PROTECTION - Adds a Revocable Living Trust and replaces the Stand Alone Will with a Pour Over Will. A Medicaid Qualifying Sub-Trust can be added for additional asset protection.
OTHER LIFECARD PLUSSM SERVICE CHOICES - Other types of trust design, implementation, and funding; estate settlement services and corporate trustee services.
PRACTICE FUSIONTM - As a certified consultant, LIFECARD PLUSSM works in partnership with Practice Fusion to address the complexities and critical needs of today's healthcare environment by providing a revolutionary, web-based, electronic health record (EHR) application for physicians and patients. Â The EHR system includes charting, scheduling, lab integrations, e-prescribing, secure messaging, billing integrations and personal health record (PHR) for patients.
SECURE, RAPID AND AFFORDABLE ALL-ENCOMPASSING CONFIDENTIAL FILE CONVERSION - LIFECARD PLUSSM arranges for the secure management of confidential files, conversion into a retrievable electronic format, archiving, storage and destruction as requested. Our comprehensive, customized, confidential electronic file conversion services allow for search and rapid retrieval of sensitive information with confidence regardless of the original format. In conjunction with our confidential file conversion services, we can assist in the development of a customized Document Retention Policy specific to your practice.
LIFECARD PLUSSM LIFE INSURANCE ANALYSIS AND POLICY REVIEW - the LIFECARD PLUSSM Team will do the Life Insurance Analysis and Policy Review to produce a report showing you all the options that are available in the marketplace right now.
Terminology
DURABLE POWER OF ATTORNEY FOR HEALTH CARE - allows you to appoint a medical "attorney-in-fact" ("agent") to exercise health-care decisions on your behalf if you become unable to make your own medical decisions.
DURABLE AGENT NOTICES - are to be signed by your agent(s) as a written notification of acceptance of the appointment as your attorney-in-fact when it is needed for that agent to act on your behalf.
ADVANCE DIRECTIVES - provides you with the ability to (pre)record advanced health-care directives that are to be carried out on your behalf if you become unable to make specific decisions concerning your own health care.
LIVING WILL - allows you to state, in written form, that you do not want to be kept alive by "artificial" means if the use of a machine is the only way your life can be sustained.
HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT (HIPAA) STATEMENT - enables you to expressly consent to the "full disclosure" and dissemination of your health care records, in conjunction with your appointed health-care agents, thereby facilitating - even emergency lifesaving - medical treatments that can be administered forthright by your physicians and other health care providers on your behalf.
LIFECARD PLUSSM - membership card has URL information and individualized Client Identification Number that provides password-protected access to encrypted crucial health care documents and other important information.
DURABLE POWER OF ATTORNEY OVER ASSETS - allows your appointed financial "attorney-in-fact" ("agent") to have broad (or limited) legal authority to manage your property and all other financial affairs in case of your incapacitation.
STAND ALONE WILL - is a Last Will & Testament format that you can utilize if you do not have a funded living trust in place; it can help carry out your wishes concerning the distribution of your probate (non-trust) estate.
REVOCABLE LIVING TRUST - also known as a inter vivo trust is a separate legal entity that you create to own property, such as your home, boat, or investments. You transfer some or all of your property to the trust as soon as it is created. During your lifetime, you control the trust; you can change the trust terms, or terminate the trust and take the property back. At your death, the trust becomes irrevocable and may continue to exist for many years. The trustee administers and distributes the trust property according to the terms of the trust.
POUR OVER WILL - is a testamentary device that should be a part of your trust plan declaring that any property in your probate estate (i.e., property not in your trust at the time of your passing) is to be transferred to your trust.
The information and statements made have been obtained from sources considered reliable, but neither guarantee nor representation is made as to their completeness or accuracy. You should consult your essential professionals to determine whether any of the opinions, recommendations, information and/or statements articulated in this website is specifically suitable for you. Carefully read and fully understand all related information before implementing any package or service choices. Always remember and fully understand that regardless of education, certification, licensing or authority no essential professional or methodology can accurately predict anyone’s exact level of success their strategies may achieve.