When financial planner Darcie Guerin’s 20-something daughter informed her she was getting married, Guerin says she replied, "Well, if you want me to come to the wedding, you and your fiancée have to first have your HIPAA and Power of Attorney forms signed for me."

Guerin, regional manager and vice president of a Raymond James branch in Marco Island, Fla., is clearly one to practice what she preaches. She tries to ensure that all her clients, and especially her older ones, have all their financial and health documents in order, including the Health Insurance Portability and Accountability Act (HIPAA) form which grants certain named parties access to the person's health information, in case something should happen to them.

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