RE: Affairs, business, finance, etc

[Guest guest]

, I’ve always been told that an

advance directive is entirely optional…I can’t believe they

required you to bring one or they’d cancel your surgery…that doesn’t

sound legal to me.

- Lesa -

Affairs, business, finance, etc

Hi Tonya:

Thanks for bringing up a topic that is very

important but also one

that is hard to actual deal

with. A banker friend of mine

suggested a long time ago that I could put this

note on all my

accounts " IN TRUST FOR " (person's

name). By doing this you can have

peace of mind that the account would automatically

go to that person

without having to go through probate and without

having to draw up a

will. I have also done this on my

stocks, bonds and mutual fund

accounts. The person who you name " In

Trust for " does not have

access to any of the accounts while you are

living. It is just an

easier way to make sure that the person you

intended gets whatever

you chose to give them. Anyone

interested in this method should

consult their own bank officials. I did this

on my accounts over

5 years ago. The only thing I haven't dealt

with is my house because

it is in my name only. Thanks for the

reminder, now I gotta do

something! Also, a few days before my

surgery at Kaiser Richmond I

got a call from them stating that I needed to

bring in a signed and

witnessed and/or notorized ADVANCE DIRECTIVE

" or else my surgery

would be cancelled. " That was in

addition to " if you show up on

surgery date one pound over your surgery would be

cancelled. " Oh

well, whatever, their words worked and I went in 9

lbs under goal

with a newly notarized Advance

Directive. Hope this helps. E.

[Guest guest]

Lesa wrote:

, I’ve always been told that an advance directive is entirely optional…I can’t believe they required you to bring one or they’d cancel your surgery…that doesn’t sound legal to me.

- Lesa -

-----Original Message-----From: Sent: Friday, September 24, 2004 9:00 AMTo: gastric-bypass-support-kaiser-patients Subject: Affairs, business, finance, etc

Hi Tonya:Thanks for bringing up a topic that is very important but also one that is hard to actual deal with. A banker friend of mine suggested a long time ago that I could put this note on all my accounts "IN TRUST FOR" (person's name). By doing this you can have peace of mind that the account would automatically go to that person without having to go through probate and without having to draw up a will. I have also done

this on my stocks, bonds and mutual fund accounts. The person who you name "In Trust for" does not have access to any of the accounts while you are living. It is just an easier way to make sure that the person you intended gets whatever you chose to give them. Anyone interested in this method should consult their own bank officials. I did this on my accounts over5 years ago. The only thing I haven't dealt with is my house because it is in my name only. Thanks for the reminder, now I gotta do something! Also, a few days before my surgery at Kaiser Richmond I

got a call from them stating that I needed to bring in a signed and witnessed and/or notorized ADVANCE DIRECTIVE "or else my surgery would be cancelled." That was in addition to "if you show up on surgery date one pound over your surgery would be cancelled." Oh well, whatever, their words worked and I went in 9 lbs under goal with a newly notarized Advance Directive. Hope this helps. E.

Colleen

[Guest guest]

Lesa wrote:

, I’ve always been told that an advance directive is entirely optional…I can’t believe they required you to bring one or they’d cancel your surgery…that doesn’t sound legal to me.

- Lesa -

-----Original Message-----From: Sent: Friday, September 24, 2004 9:00 AMTo: gastric-bypass-support-kaiser-patients Subject: Affairs, business, finance, etc

Hi Tonya:Thanks for bringing up a topic that is very important but also one that is hard to actual deal with. A banker friend of mine suggested a long time ago that I could put this note on all my accounts "IN TRUST FOR" (person's name). By doing this you can have peace of mind that the account would automatically go to that person without having to go through probate and without having to draw up a will. I have also done

this on my stocks, bonds and mutual fund accounts. The person who you name "In Trust for" does not have access to any of the accounts while you are living. It is just an easier way to make sure that the person you intended gets whatever you chose to give them. Anyone interested in this method should consult their own bank officials. I did this on my accounts over5 years ago. The only thing I haven't dealt with is my house because it is in my name only. Thanks for the reminder, now I gotta do something! Also, a few days before my surgery at Kaiser Richmond I

got a call from them stating that I needed to bring in a signed and witnessed and/or notorized ADVANCE DIRECTIVE "or else my surgery would be cancelled." That was in addition to "if you show up on surgery date one pound over your surgery would be cancelled." Oh well, whatever, their words worked and I went in 9 lbs under goal with a newly notarized Advance Directive. Hope this helps. E.

Colleen