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Estate Planning

Powers of Attorney and Other Representative Documents

by Carolyn Walder

As many of our clients know, we have been harping on the importance of estate planning and the need for more than just a Will. However, did you know that a properly prepared and executed estate plan may not be enough? Consider your Power of Attorney: even though you (the Principal) may have a Power of Attorney (POA) drafted to enable another person (your attorney-in-fact or AIF) to take care of your financial affairs when you are unable to, certain government agencies and financial institutions insist on more to enable the AIF to execute his or her duties! This blog discusses those situations and gives you the tools to enable you to be completely prepared!

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