You should consider preparing Power of Attorney documents at the time you are making your Last Will and Testament.

In a Power of Attorney document, you provide legal authorization for a person (or persons) to act as your representative to make legal decisions on your behalf in the event that you cannot make or communicate those decisions yourself. There are two types of Power of Attorney documents:

  • Power of Attorney for Property – you authorize someone to make financial decisions on your behalf, such as banking, investing and selling property. These documents may be especially beneficial to military personnel and others who are leaving the area for extended periods of time.

  • Power of Attorney for Personal Care – you authorize someone to make decisions concerning your health care, nutrition, shelter, clothing, hygiene and safety in the event that you are incapable or legally incompetent to make such decisions at some time in the future.

Wills and Power of Attorney documents are similar to life insurance policies in that you make them in advance and hope you never need them – because when you do need these documents, your situation may have changed and it may be impossible for you to prepare them at that time.

Plan ahead – prepare a Will and Power of Attorney documents. If you already have a Will and Power of Attorney documents, review them regularly to ensure that they meet your current needs.  I would be pleased to assist you and, for your convenience, we have created a Will & PoA Information Sheet, which you can complete and forward to us to ensure that we have accurate information for your file.

 

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