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 …
Written by Brandon C. Walecka, Esq 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 goes to the …
Is it a good idea to have my son or daughter on my bank account?Read More
Written by Brandon C. Walecka, Esq. In recognition of November being National Family Caregiver Month, a time to celebrate the tireless contributions of caregivers, here are some tips and strategies to avoid caregiver burnout, a risk under any circumstances, but especially as you care for your loved one in these unprecedented times. For many caregivers, …
