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The Powerless Power of Attorney
Manage episode 428400088 series 2954717
Kandungan disediakan oleh Tammi Caress. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Tammi Caress atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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
29 episod
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