By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Sometimes while meeting with a client, they express how they trust each of their children equally and unequivocally or they want to be perceived as “fair” so request to name multiple children as their power of attorney. What is a Durable Power of Attorney (DPOA)? …
Should I name multiple people as my Power of Attorney? Read More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com You did the right thing, you established an estate plan consisting of the five foundational documents, including a durable power of attorney, health care proxy, HIPAA release, personal directive, and last will and testament. In particular, a power of attorney is a powerful document that …
Can a Power of Attorney Manage Your Social Security Benefits?Read More
Powers of attorney can bring peace of mind to both elders and their caretakers. Powers of attorney allow elders to empower a trusted person to make decisions about health care and finances on their behalf. Having such powers in place when a loved one loses the ability to make sound financial decisions can be priceless, …
Nolo Article: Helping an Elder Make a Power of AttorneyRead More
Powers of attorney can bring peace of mind to both elders and their caretakers. Powers of attorney allow elders to empower a trusted person to make decisions about health care and fiances on their behalf. Having such powers in place when a loved one loses the ability to make sound financial decisions can be priceless, …
Nolo Article: Helping an Elder Make a Power of AttorneyRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com You have planned ahead and have decided how you want your affairs to be handled upon your passing. You have signed all of your Foundational Estate Planning documents: A Last Will and Testament, a Durable Power of Attorney, a Personal Directive (sometimes called a living …
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com I often meet with clients who want their adult children to be able to access their accounts to help with writing checks or paying bills on their behalf. However, this good intention can create a serious risk of liability if carried out incorrectly. Often, a parent …
Is it a good idea to have my son or daughter on my bank account?Read More
Written by Brandon C. Walecka, Esq. Sometimes I get a call from a client after they go to a bank or other financial institution only to learn that the bank will not accept their family member’s power of attorney document. I will discuss strategies to discuss with your financial institutions to avoid this issue. …
What if the Bank will not Accept the Power of Attorney?Read More
Written by Brandon C. Walecka, Esq. Sometimes I get a call from a client who says, “I want to change my Power of Attorney.” First, what is a Durable Power of Attorney (DPOA)? This is a legal document in which you designate who you want to make legal and financial decisions for you if you …
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