The Power of Naming Names: Why It Matters Who You Designate

Your Life. Your People. Your Choice.

When crisis hits, hospitals, courts, and systems don’t ask who you love—they ask who you’ve named.

That’s why legal documents like a Healthcare Power of Attorney, HIPAA Authorization, and Durable Power of Attorney matter. But just as important as filling them out is being clear on who you’ve entrusted with those roles.

Why Naming the Right Person Is More Than a Form

  •  They become your voice when you can’t speak for yourself
  • They may have to fight for your wishes if challenged
  • They’ll carry out your instructions in everything from medical care to finances

If you haven’t named anyone, most states fall back on a legal hierarchy: spouse, parent, adult child, sibling. That may not reflect your actual relationships—especially for LGBTQ+ individuals, people estranged from family, or those who rely on chosen family.

What to Consider When Naming Someone

Ask yourself:

  • Do I trust them to stay calm under pressure?
  • Will they respect my values, not just their own?
  • Are they willing and able to act if something happens suddenly?
  • Do they understand the role—and have I talked to them about it?

And remember: you can name more than one person. A backup is often just as important as your first choice.

Where to Make It Official

You’ll want to formally designate people in:

  • Your Healthcare Power of Attorney (for medical decisions)
  • Your HIPAA Release (to access medical information)
  • Your Durable Power of Attorney (for financial matters)
  • Your Advance Directive or Living Will (to guide end-of-life care)
  • Emergency Medical Cards or shared digital files

All of these should be signed, dated, and ideally notarized.

What Happens If You Don’t?

You’ll want to formally designate people in:

  • Your Healthcare Power of Attorney (for medical decisions)
  • Your HIPAA Release (to access medical information)
  • Your Durable Power of Attorney (for financial matters)
  • Your Advance Directive or Living Will (to guide end-of-life care)
  • Emergency Medical Cards or shared digital files

All of these should be signed, dated, and ideally notarized.

Real Stories Matter

The Impact of Your Choices: Real Stories

Listen to the journeys of people who faced tough choices and how naming important individuals has shaped their experiences. This real-life account highlights why identifying the right people in our lives is essential. It’s more than just a legal step; it’s a heartfelt bond built on trust and love.

A couple walking in a wood
LGBTQ+ & Chosen Families
Steven Newman

What to Look for in a Financial Adviser

Choosing a financial adviser isn’t just about credentials or investment returns. It’s about finding someone you can trust with your story, your goals, and your future. At Yew Tree, we believe that the right adviser does more than manage numbers—they walk alongside you with integrity, clarity, and care.

Read More »
Couple sitting at a kitchen table looking at documents
Long Term Care
Steven Newman

Will Our Pension Be Enough? — Planning Beyond the Check

Many public workers assume their pension will carry them through retirement. But today’s reality is more complex. From inflation and long-term care to survivor needs and rising costs, this article explores why “guaranteed” income still needs thoughtful planning.

Read More »
Churches & Ministries
Steven Newman

Planning Isn’t About Products—It’s About Peace of Mind

Most people believe financial planning is about choosing the right product. However, true planning begins with understanding someone’s hopes, fears, and the life they want to protect. It asks: What do you want your life to feel like? Who are you responsible for? At Yew Tree Foundation, we prioritize life over products. Discover how planning can bring you peace of mind and protect what you cherish.

Read More »