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The Powerless Power of Attorney
Manage episode 428400088 series 2954717
Tammi Caress द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Tammi Caress या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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
- What is a Financial Power of Attorney (POA)?
- Why Financial Institutions may not accept POAs.
- Alternative Strategies
- 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/
Leave a 5 star review: https://g.page/r/CZ7knJUB7Sd8EB0/review
Connect with Tammi Caress
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
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