May 31, 2024
When it comes to financial planning, there are a few documents that are absolutely critical for ensuring that your affairs are in order, especially in unforeseen circumstances. One such document, which often doesn't get the spotlight it deserves, is the power of attorney (POA). In the latest episode of Money Wisdom, Heather Atkins, CFP®, CRPC®, discusses the importance of this legal instrument, particularly for women.
Here’s some of what we discuss in this episode:
- Why power of attorney might impact women more than men.
- What can someone who has a power of attorney do or not do.
- A story about one of our clients and how power of attorney came into play.
- Examples of issues that arise if you don’t have a power of attorney in place.
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