<p>A power of attorney is a foundational document in an estate plan that names an agent to make decisions on behalf of the principal who, for instance, is disabled or not available. While it can be an important method of managing the principal’s finances, there are key issues the planner should consider when drafting a power of attorney.</p>

A power of attorney is a foundational document in an estate plan that names an agent to make decisions on behalf of the principal who, for instance, is disabled or not available. While it can be an important method of managing the principal’s finances, there are key issues the planner should consider when drafting a power of attorney.

The Power of Attorney

“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s Private Wealth Services Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary designations and property ownership, estate and gift tax, and best practices for productive investment, wealth management and transfer of wealth.

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“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s Private Wealth Services Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary designations and property ownership, estate and gift tax, and best practices for productive investment, wealth management and transfer of wealth.

“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s&nbsp;Private Wealth Services&nbsp;Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary designations and property ownership, estate and gift tax, and best practices for productive investment, wealth management and transfer of wealth.

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The Power of Attorney

The Power of Attorney

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