Has your Power of Attorney expired?

  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 …

All About the Power of Attorney

For many individuals, particularly older adults, designating a power of attorney (POA) can protect them from a number of financial problems. The designated POA can help the older person pay their bills, manage financial assets, and prevent fraud and abuse.  Working in the field of elder care, a great deal of time is spent educating …

Complete Estate Planning: Powers of Attorney

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 …