A durable power of attorney is a document that will allow you, the principal, to appoint someone you trust (an agent) to engage in specified business, financial…
NB: The following post reflects old law. Effective September 1, 2017, the Estates Code requires financial institutions to accept powers of attorney unless one or more enumerated grounds…
Last week, I received a note from someone who was serving as her 97 year old mother’s attorney in fact. She wanted to cash…
If you are serving as a financial caregiver, you likely have a lot of questions about your responsibilities. The Consumer Financial Protection Bureau recently…
I got a message recently from a woman with questions about getting a power of attorney to handle her ailing father’s financial affairs. Her…
A durable power of attorney is a written document that creates an agency relationship between the person granting authority and an agent, or attorney-in-fact, the person to…
Many elderly parents are uncomfortable sharing their finances with their children. An article I read recently suggested several reasons they may be wary. Some parents worry…
A durable power of attorney is a written document that allows you to designate someone you trust to engage in specified business, financial and legal transactions…