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ME and Money Podcast
ME and Money Podcast
10 episodes
1 week ago
Real Money Conversations, Real Financial Planners
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Investing
Education,
Business
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Real Money Conversations, Real Financial Planners
Show more...
Investing
Education,
Business
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Episode 32: What Is A Financial Power Of Attorney?
ME and Money Podcast
23 minutes 4 seconds
2 months ago
Episode 32: What Is A Financial Power Of Attorney?
It’s time for Elliott’s FAVORITE Estate Planning document this week! We’re here to talk about Financial Power of Attorney… and in this episode we cover: Springing vs. Immediate Powers Effective implementation of a POA Understanding what you can grant, or choose to limit Why a POA is likely better than having Joint Accounts Resources: https://www.kitces.com/blog/power-of-attorney-poa-incapacity-access-durability-springing-elder-abuse-rejection-agent/ … Continue reading Episode 32: What Is A Financial Power Of Attorney?
ME and Money Podcast
Real Money Conversations, Real Financial Planners