North Texas Dentistry Volume 7 Issue 3 NTD 2017 ISSUE 3 DE | Page 21

they leave for school. Because they are of majority age, they do have their own right of privacy and protection under the law. Thanks to the Health Insurance Portability and Accountability Act (HIPAA), that includes what can be released in a medical situation. to help ensure a smooth transition for your child from parental dependence to greater autonomy. Be sure to have the following legal documents drawn up and executed prior to your child’s departure for college: Bill began his career as a public accountant for Ernst & Young in 1987, specializing in investing since 1992, when he joined Fidelity Investments. He has served as a vice president of Northern Trust as well as Fisher Investments, a private client group. Bill holds a bachelor’s degree in accounting from the University of Texas at San Antonio. Consider the following: Your child is in an automobile accident and is brought unconscious to the hospital. You are notified by their friends and rush to the emergency room in hopes of speak- ing to the doctors. Unfortunately, by law, they cannot disclose any information to you unless your child has appointed you as an authorized party through a HIPAA release form. n n n n HIPAA Authorization (notary required) Medical Power of Attorney (two witnesses required) Advance Directive to Physicians (two witnesses required) Durable Power of Attorney (notary required) The first year of college is a very exciting time, but with it can come anxiety for both the student and the parent. Think about using this summer as an opportunity to take the steps necessary to mitigate some of that angst through the preceding tips, and Bill Kaiser, CPA/PFS, CFP Wealth Advisor Bill joined Bland Garvey Wealth Advisors in 2011 to champion the firm’s outreach and client service activities. He brings a depth of experi- ence working with both individuals and compa- nies seeking assistance with their investments, as well as coordinating their related account- ing, estate and other wealth concerns in align- ment with their financial goals. Bill and his wife reside in Plano with their two children. He is an avid tennis player and actively involved in the tennis community. He is also involved in his daughter’s youth program at church, and serves as treasurer for his HOA. His wife and daughter are active members of the National Charity League supporting charities in the Plano and North Dallas area. To contact Bill Kaiser, send email to: [email protected] or call [phone]. DENTAL ADVISOR ALLIANCE A Resource Group on the Business of Dentistry Let one or more of our professionals share their knowledge at your next meeting! AREAS OF EXPERTISE Banking Accounting & Wealth Management Marketing Employment / Staffing Real Estate Construction And Design Legal Issues Management Insurance OSHA, HIPAA & Radiation Compliance Patient Financing Transitions Technology & Communications [email protected] www.northtexasdentistry.com | NORTH TEXAS DENTISTRY 21