Help your clients protect themselves by preparing powers of attorney
Taking the word of a client’s family member that he or she has the power of attorney on the client’s account is a practice fraught with peril
Boomers must address the gap between a “healthy” and “average” life expectancy: report
Lack of will or power of attorney opens doors to legal complications
Make conversations about issues such as wills and POAs routine
A relationship with a client can change dramatically when the client starts showing signs of mental incapacity and the person with power of attorney wants to step in.
A growing number of elderly people are falling victim to those empowered to look out for them. What can you do to protect your clients?