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Make a financial power of attorney now.
This vital document ensures that your personal affairs can be handled without the delay and expense of court intervention.
The attorney-in-fact you appoint has the following authority:
1.Living Trust: Identifies how your property will be handled before and after your death, as well as a strategy for distributing those assets and the trust’s income after your death.
2.Pour-Over Will: Works hand in hand with your trust to ensure that any remaining assets are transferred to a previously formed trust upon death.
3.Financial POA: Appoints an agent to handle your business and all of your financial affairs, including but not limited to money management and bill paying, if you become incapacitated and unable to do so.
4.Healthcare Directive: Names the people who will make health-care decisions for you if you become incapacitated. Also determines whether or not life support is desired when a person is terminally ill.
5.Certificate of Trust: This document is used by an acting trustee of a trust to demonstrate to financial institutions or other third parties that they have the right to act on behalf of the trust.