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The Powerless Power of Attorney
Manage episode 428400088 series 2954717
Sisällön tarjoaa Tammi Caress. Tammi Caress tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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
Links and Resources Mentioned
[Episode 6] What is a Fiduciary and How to Choos the Right One
https://caresslaw.estate/episode-6-what-is-a-fiduciary/
[Episode 5] Revocable vs. Irrevocable Trusts: What’s The Difference?
https://caresslaw.estate/episode-5-revocable-vs-irrevocable-trusts/
Resources: https://caresslaw.estate/estate-planning-resources/
Free Workshops: https://caresslaw.estate/estate-planning-workshops/
Leave a 5 star review: https://g.page/r/CZ7knJUB7Sd8EB0/review
Connect with Tammi Caress
https://www.linkedin.com/in/caresslaw/
Follow the podcast in Apple Podcasts or Spotify
https://podcasts.apple.com/us/podcast/navigating-estate-planning-with-caress-law/id1576876621
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