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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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
A financial Power of Attorney is essential to your Estate Planning. Even when you aren’t ready to finalize a will or living trust, you should have a financial POA. The document ensures that someone can manage your estate planning when you are unable to. Bills can be paid; investments can be managed; and other actions […]
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