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

1. What is a Financial Power of Attorney (POA)?
2. Why Financial Institutions may not accept POAs.
3. Alternative Strategies
4. 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/

 

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Connect with Tammi Caress

https://caresslaw.estate/

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

https://open.spotify.com/show/4iGJ7mtWDeqgHExxPqKeKp