Complete Estate Planning

Getting Hospitals & Banks To Actually Honor Your Estate Plan


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📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

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https://cincinnatiestateplan.com/workshops/

Navigating the world of power of attorney isn’t as simple as waving a piece of paper, institutions don’t always just take your word for it. Nick breaks down what you need to prepare in advance and shares practical tips to help you turn that “paper” into real power. Don’t let red tape slow you down, get your ducks in a row now, so you’re ready when it matters most.

Here’s some of what we discuss in this episode:

🍬 Candy Tax: Nick’s take on parents “inspecting” their kids’ candy a little too thoroughly

⚖️ Power of Attorney Problems: why having the document isn’t always enough

đźš§ Common Roadblocks: what stops banks and hospitals from honoring your authority

đź§© Overcoming Challenges: practical steps to make your POA actually work

đź§  Plan Ahead: preemptive measures and smart tips to avoid future hassles

 

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/

 

Join us for our next workshop: https://cincinnatiestateplan.com/workshops/

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

 

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

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Complete Estate PlanningBy Nick Rosenbauer

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