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Category: Power of Attorney

What to Do If Bank Denies Power of Attorney

What to Do If Bank Denies Power of Attorney

Estate planning is a fundamental aspect of securing your legacy. It ensures the management of your assets according to your wishes. Part of this planning often includes appointing a trusted individual as your agent through a General Durable Power of Attorney (POA). This legal document grants your chosen representative the authority to manage your financial affairs. This includes dealing with banks on your behalf. There may come a time, however when your bank refuses your POA, leaving you and your…

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Reviewing Estate Plans with Parents

Reviewing Estate Plans with Parents

Reviewing your parents estate plans with them is always a prudent thing to do. Keeping an up-to-date estate plan will ensure that your elderly parents’ wishes are carried out in the event of their incapacitation or death. It can also help to avoid potential conflicts and legal issues that may arise in the future. If you want to help your parents update their estate plans, here are some steps you can take: Encourage them to review their current estate documents…

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Having a Joint Account With an Adult Child

Having a Joint Account With an Adult Child

In the United States, over five and a half million people suffer from Alzheimer’s disease. As the population ages, more people are expected to suffer from dementia and other cognitive impairments. A joint bank account can come in handy as a means to avoid some of the problems that can come with managing finances when someone is struggling with cognitive impairment. Shared banking accounts can help simplify money management for an adult child and their loved one who is suffering…

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Don’t Be Afraid of Estate Planning…

Don’t Be Afraid of Estate Planning…

All work and no estate plan makes Jack a dull boy. All work and no estate plan makes Jack a dull boy. I know estate planning ranks right up there with having a root canal. But, I do my best to make going through the haunted hotel of estate planning as painless as possible. The most difficult part for many is starting. And getting started is as simple as scheduling an initial consultation. During our consultation, I’ll ask you what…

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Back In School Estate Planning

Back In School Estate Planning

As children are back in school for the 2021-2022 school year, they look forward to a time of new beginnings and friendships; new goals and dreams; as well as new supplies, clothes, and shoes. Unfortunately, the delta variant has also made it a time of renewed caution. Last year I posted back to school article on the importance getting an medical power of attorney and HIPAA release. It’s just as important now as it was then. Especially if you’re working…

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