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Last week we explained what a Georgia Advance Directive for Healthcare is and why you should have one. To create a comprehensive estate plan, you need several documents. To be fully protected and have your financial wishes followed, you should also have a Durable Financial Power of Attorney. One major component of a complete estate…
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A General Durable Power of Attorney is a critical document for all adults. It allows someone to act on your behalf for nancial matters. In 2017, the Georgia legislature took steps to improve the current Georgia code. Learn the why’s and how’s of this important change.
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We have spent a lot of time during the past year discussing the importance of a Power of Attorney. Because a Power of Attorney enables your agent to act on your behalf for all financial matters, it is extremely important that you choose an agent that you trust. Effectively, you are giving someone else the power to…
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Wills, Trusts & Powers of Attorney Regardless of your health or age, everyone over 18 needs to complete certain legal documents to protect themselves and their family. So what documents do you need in place? Contemplating losing capacity on a permanent or temporary basis is rarely top of mind. But the possibility of an unexpected…
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One major component of a complete estate plan is a financial Power of Attorney. Although important, the financial Power of Attorney is often misunderstood. A financial Power of Attorney is a legal document that allows you to name someone to handle your finances — taxes, bills, bank accounts, real estate sales, etc. It can help…
Read More Let’s make this the year you finally tackle some of those tasks that you’ve been putting off. At the top of your New Year’s resolution list should be your estate plan. Most adults put off estate planning for several reasons: 1) It seems overwhelming and confusing; 2) It seems terribly complicated and expensive; 3)…
Read More At least once a week we hear from a family member who has been told that her dad’s power of attorney has expired. In an effort to protect an account holder’s assets, many financial institutions will refuse to accept a power of attorney. They fear fraud and exploitation, so they will often create artificial…
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