Empower those you trust with a customized Power of Attorney (POA). We’ll help, whether you need a standalone document or a more comprehensive Estate Plan!
A Power of Attorney (POA) is a legal document that allows you to appoint someone you trust – your agent – to make financial, legal, or healthcare decisions on your behalf.
Whether for short-term convenience or long-term protection, a POA ensures that your affairs are managed according to your wishes if you become unable to act.
Grants broad financial and legal authority but ends if you become incapacitated. Ideal for temporary or specific needs, like managing affairs while traveling.
Remains in effect even if you become incapacitated, allowing your agent to manage finances, pay bills, and handle assets without court involvement.
Also known as an Advance Healthcare Directive, this POA allows your agent to make medical decisions on your behalf, ensuring your treatment preferences are honored.
We tailor Estate Planning to fit your unique situation. Whether you need a standalone Power of Attorney for financial or healthcare decisions or a comprehensive Estate Plan to protect your assets, we’re here to help.
A Durable Power of Attorney and Advance Healthcare Directive provide essential protection, while a Trust offers greater security, helping you avoid Probate and ensure seamless asset distribution.
Our job is to listen, understand, and create a plan that truly protects what matters most to you!
Many people hesitate to create a Power of Attorney (POA) due to misunderstandings about how it works. Here’s the truth behind some of the most common misconceptions:
A POA isn’t just for seniors – it’s for anyone over 18. Accidents, illnesses, or unexpected events can leave you unable to manage your affairs, and without a POA, your loved ones may face costly and time-consuming legal hurdles to act on your behalf.
A POA allows your chosen agent to act on your behalf only under the terms you set. It does not take away your ability to make your own decisions as long as you are able. You can also revoke a POA at any time as long as you’re able to make decisions.
Not true. You decide the scope of authority your agent has. A POA can be as broad or as limited as you choose, allowing your agent to handle only specific tasks, such as spending bills, without giving them full control over your assets.
A Financial Power of Attorney does not grant authority over medical decisions. To ensure someone can make healthcare choices on your behalf, you need a separate Medical Power of Attorney (Advance Healthcare Directive).
A POA is entirely revocable as long as you have capacity. You can cancel it at any time and create a new one if your circumstances or trusted agents change.
This is only true for a General Power of Attorney. A Durable Power of Attorney remains in effect even if you become incapacitated, ensuring someone you trust can manage your financial affairs without court intervention.
Whether you need a Power of Attorney, a Trust, or guidance on your Estate Plan, we’re here to help!
Use the form to tell us about your needs, and we’ll provide guidance you’re looking for.
