Friday, December 7, 2018

Estate Planning Mistakes - The Power of Attorney


This is part two of a series of articles Forbes ran about the 7 top estate planning mistakes.  

Forbes: Estate Planning Mistakes Series - Part 2, The Power of Attorney

I have found this to be true - people overestimate what a power of attorney allows an agent to do.  Worse yet, even if the agent is fully authorized to act on your behalf, many financial institutions simply will not honor the power of attorney unless it's their own document.  It can be very frustrating.   

If you're looking for solutions, I can help.   

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