Complete Estate Planning

Springing vs. Immediate Power of Attorney – Watch Out For The Wrong Choice


Listen Later

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

🎓 Join Us for Our Next Workshop:

https://cincinnatiestateplan.com/workshops/

When it comes to estate planning, one document can make all the difference in protecting your family and finances: the power of attorney. But not all POAs are the same. In this episode, Nick explains the key differences between a springing power of attorney and an immediate power of attorney and why choosing the wrong one can leave your family frustrated, delayed, and even financially vulnerable.

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

📝 Why powers of attorney aren’t all created equal

⚡ The convenience of Immediate POA

⏳ The delays and hurdles of Springing POA

👨‍👩‍👧 The role of trust and family dynamics when making a decision

 

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected] 

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

...more
View all episodesView all episodes
Download on the App Store

Complete Estate PlanningBy Nick Rosenbauer

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

42 ratings


More shows like Complete Estate Planning

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

455 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

789 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

742 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,307 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

588 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

517 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

666 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

250 Listeners

Estate Planning Strategies by Christopher Small

Estate Planning Strategies

49 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

802 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

555 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

779 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

168 Listeners

Everything Estate Planning by Valerie Zammitti

Everything Estate Planning

5 Listeners

Passing It On: Estate Planning for Families by Michael Pevney

Passing It On: Estate Planning for Families

11 Listeners