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Monthly Archives: September 2021

Misunderstandings About the Financial Power of Attorney Document

Financial Power of Attorney

Common Misunderstandings Do you know if your financial power of attorney document is a “springing” or an “immediate” authorization? Do you know what your bank or retirement account custodian would require if your financial power of attorney agent needed to transact on your account for you? Those two questions and their answers can cause a…

Helping Our Aging Parents with Their Finances

helping aging parents

Have you talked with your elderly parents about their financial situation yet? They may have initiated a conversation, or you may have, either way, it can feel awkward. But it is helpful to ensure our parents’ well-being, safety from scammers, and comfort level both physically and emotionally. Turning the Tables We’re probably all tired of hearing…