Finance

When You May Not Be Able to Use a Financial Power of Attorney

You may have signed a financial power of attorney (POA) that allows one or more people to act on your behalf if and when you become unable to act for yourself. However, a financial POA is not valid in certain situations. Knowing when your POA will not be recognized is an often-overlooked aspect of estate planning. To ensure that you have anticipated every contingency, you should discuss with your estate planning attorney the POA exceptions noted in this article.

Types of Life Insurance and How They Can Be Used in Estate Planning

Many of us do not start thinking about life insurance until we get our first full-time job and the company’s human resources representative asks us if we want to enroll in the employer’s group life insurance policy. Most people think “Why not?” and sign up, naming a family member as the beneficiary of their policy, and then never give it another thought. Although this may be a good start, too few of us spend much more time thinking about life insurance.

Finance

When You May Not Be Able to Use a Financial Power of Attorney

Types of Life Insurance and How They Can Be Used in Estate Planning

Creditors Are a Threat to Inherited Retirement Accounts

What You Should Know About Life Insurance Settlements

Estate Planning After Personal Injury Settlements

What Is a Medallion Signature Guarantee, and Do I Need One?

Should You Own Your Timeshare in Your Trust?

Can Dual Citizenship Ruin Your Estate Plan?

How to Own Your Real Estate

Protecting a Loved one Who Is, Will Be, or Has Been Incarcerated