Power of Attorney

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Recent Rules Your Power of Attorney Agent Needs to Know

August 27, 2018

You need to be sure the person who holds your financial Power of Attorney (POA) is aware of the recordkeeping and other requirements. POAs are relatively new, so the rules and standards have been evolving. POAs were first standardized in 1969 in the Uniform Probate Code published by the National Conference of Commissioners of Uniform […]

Estate Planning

Estate Planning to Improve Your Financial Power of Attorney

July 6, 2018

It’s one of the most overlooked and understated pieces in most peoples’ estate plans… The Power of Attorney. And it’s so much more than simply deciding who manages your affairs when you can’t. So today let’s review more tips on how to navigate this vital step in the estate planning process. Which actions can the […]

estate planning

Power of Attorney: The Most Important Document in Your Estate Plan

June 29, 2018

The financial Power of Attorney (POA) could be the most important document in your estate plan. Yet, many people don’t have one. And many people who do have a power of attorney didn’t give it much thought and have inadequate documents. Adverse results can range from bills not being paid on time to trusted people […]

Why A Power Of Attorney And Living Trust Are Critical

March 7, 2018

When you aren’t able to manage your finances any longer, or appear that way to others, two things could happen. One is that a successor takes over management of your assets under either your Power of Attorney or Living Trust. The person taking over would be someone you appointed and usually is a family member, […]

power of attorney

Estate Planning Strategies: Pros & Cons of Power of Attorney vs. Living Trust

February 16, 2018

Which is the best way to protect your assets, smooth the transition of your estate, and make life easier for you and your heirs… Power of Attorney or revocable Living Trust? Truth is, most estate plans need both a power of attorney and a revocable living trust. So the better question is:  Which one should cover the bulk of your assets? Over the […]

Power of Attorney vs. Living Trust

September 1, 2017

Which is the best way to protect your assets, smooth the transition of your estate and make life easier for you and your heirs: the Power of Attorney or a revocable Living Trust? Most estate plans need both a power of attorney and revocable living trust. The real issue is which should cover the bulk of your assets? Over the years, I’ve heard from […]

Improving Your Financial Power of Attorney

December 21, 2016

The financial Power of Attorney (POA) could be the most important document in your estate plan. Yet, many people don’t have one. Many people who do have a POA didn’t give it much thought and have inadequate documents. Adverse results can range from bills not being paid on time to trusted people committing financial abuse […]

Estate Planning

Why is the Power of Attorney an Essential Estate Planning Tool

November 1, 2012

Many people use the last part of the year to put their financial houses in order. Yet, one move many overlook is to create or revise their powers of attorney. You need more than one POA, and they are an essential part of every estate plan, regardless of the value of your estate. You should […]

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