Today’s episode discusses the financial durable power of attorney, which is crucial in the management of your financial affairs if you’re incapacitated. It is critical to guarantee that financial institutions honor this document, since their internal procedures may impede its acceptance at the time it is needed most.
What You Will Learn:
- What is a Financial Power of Attorney (POA)?
- Why Financial Institutions may not accept POAs.
- Alternative Strategies
- Family Protector Program for Caress Law clients
Connect with Tammi Caress
https://www.linkedin.com/in/caresslaw/
Links and Resources
[Episode 6] What is a Fiduciary and How to Choose the Right One
[Episode 5] Revocable vs. Irrevocable Trusts: What’s The Difference?
Estate Planning Resources
Free Workshops
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