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As an advisor helping a client with planning for their estates, clients expect you to provide advice in all areas. A directive to receive medical information is a small item, but one they should discuss with their attorney. They may not know to ask about it, if you don’t suggest doing so. Having a loved one is a condition that they cannot authorize the release of their medical information to a loved one is stressful. For a loved one not to know what is happening can be even more stressful. Don’t let small things in your planning process cause big problems.