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Being a “Fiduciary”

You may be asked to be power of attorney for a family member or friend. Your person may be planning for when they might become unable to take care of their affairs. For example, they might become disabled or incapacitated,…

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Who Should Make Financial Decisions for You?

Who should you trust to manage your financial well being when you are no longer able to do so? A power of attorney (POA), otherwise known as an agent to your principal, or “attorney-in-fact,” has the legal authority to represent…

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What You Need to Know About Senior Estate Planning

When it comes to estate planning, older Americans are typically more prepared than their younger counterparts. However, according to survey data, only 19 percent of people over the age 72 and 42 percent of those between 53 and 71, have…

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Common Misconceptions About Power of Attorney

Having a reliable power of attorney is one of the most crucial estate planning documents you can have. This type of legal document allows someone who you appoint (your agent) to make decisions on your behalf in the event you…

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