Podcasts about Power of attorney

Kaelyn brings the case against her husband, Adam. In their neighborhood in Virginia there is a roadside sign reminding drivers to SLOW DOWN! Adam says this sign looks like a turtle. Which makes sense, because turtles are slow! Kaelyn says Adam is wrong. This sign is clearly supposed to be a child. Who's right? Who's wrong?Please consider donating to Al Otro Lado. Al Otro Lado provides legal assistance and humanitarian aid to refugees, deportees, and other migrants trapped at the US-MX border. Donate at alotrolado.org/letsdosomething.We are on TikTok and YouTube! Follow us on both @judgejohnhodgmanpod! Follow us on Instagram @judgejohnhodgman!Thanks to reddit user u/kmack for naming this week's case! To suggest a title for a future episode, keep an eye on the Maximum Fun subreddit at reddit.com/r/maximumfun! Judge John Hodgman is member-supported! Join at $5 a month at maximumfun.org/join!

Today, we look at the first five of ten common estate planning pitfalls that many people either ignore or misunderstand, and we lay out the real-life consequences of those mistakes. Estate planning is important not in terms of wealth, but in terms of reducing stress and preserving relationships when someone passes away. Whether or not someone is wealthy, a proper estate plan can prevent delayed decisions, misallocated assets, and elevated emotions for surviving loved ones - during a very stressful time.The first pitfall we tackle is not having a will at all. If someone dies without a will, their state—not their estate—decides who inherits what, based on legal formulas that ignore personal relationships or intentions. These formulas differ by state and often don't align with what people assume will happen.Next, we highlight the danger of outdated documents. Many people who think they're covered by old wills or plans don't realize that state laws or life changes—like moves, marriages, or children—can render those documents ineffective. We share a story of a family who thought they were protected, only to find out their paperwork didn't align with their current state's laws.Then, we move into beneficiary designations, which can override a will because they're treated as contracts. If those designations are outdated, such as naming an ex-spouse, the wrong person could end up with assets, regardless of what the will says. This is why reviewing beneficiaries regularly is crucial.The fourth pitfall is unfunded trusts. Setting up a trust isn't enough—it has to be funded, meaning the assets need to be formally moved into the trust. Without doing this, the trust is an empty safe, and the probate process still applies. We discuss a case where a well-intentioned trust ended up being completely ineffective because it wasn't properly funded.Finally, we address the lack of incapacity planning. Many people forget to prepare for a scenario where they're alive but unable to make decisions. Without healthcare directives or powers of attorney, families may have to go to court just to pay bills or make medical decisions—adding legal stress to already emotional situations.We wrap up by reiterating the importance of having clear, updated, and legally valid documents in place—not just for your sake, but for those you care about. In Part 2, we'll continue with the next five pitfalls to avoid. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

Estate Planning and Your Home - Tax and Probate pitfalls

Watch on YouTube Topics: Challenges, Power Of Attorney, Adult Children, Bipolar, Marijuana, Teens, Taking Risks, Fear, Shame Hosts: Brian Perez, Marc Cameron, Dr. Alice Benton Caller Questions & More: Marc discusses how embracing the challenge of discomfort will help you grow. How do I handle my daughter having power of attorney and controlling everything? My son may adopt a child The post New Life Live: July 24, 2025 appeared first on New Life.

Creating A Will Doesn't Make You Die Faster

A listener got in touch with the show this week, frustrated by how complicated the process of setting up power of attorney in Ireland can be. But, what exactly is that?Rebecca Rodgers and Áine Hynes, Senior Counsel at St.John Solicitors joins to discuss.

Watch on YouTube Topics: Challenges, Power Of Attorney, Adult Children, Bipolar, Marijuana, Teens, Taking Risks, Fear, Shame Hosts: Brian Perez, Marc Cameron, Dr. Alice Benton Caller Questions & More: Marc discusses how embracing the challenge of discomfort will help you grow. How do I handle my daughter having power of attorney and controlling everything? My son may adopt a child The post New Life Live: July 24, 2025 appeared first on New Life.

A Will is not the most important part of your estate plan

3 Common Living Trust Mistakes

Don't give your house to your kids - yet revision

How to Buy a House Anonymously

Don't Give Your House to Your Kids

LLCs with No Biz Purpose are NOT LLCs

6 Asset Protection No-Nos

5 ways to avoid probate revision

15% Tax for Probate

Estate planning is often complex and uncomfortable, but it's a conversation worth having. In this episode of KJH Insights: Women & Wealth, Sarah Bull of KJ Harrison and Corina Weigl, a trusted estate planning advisor, share thoughtful, practical guidance to help women navigate the many layers of planning for their family's financial future. From second marriages and shared assets to care responsibilities, family businesses, and legacy planning, they explore the real-life situations many women face, and why starting early, with the right support, can make all the difference.

A Bolt-On WA State Estate Tax Strategy.

An Estate Planning Lesson from Jimmy Buffett.

A Sneaky WA State Estate Tax Strategy.

A Simple Irrevocable Trust WA State Estate Tax Strategy.

Attention! New Inherited IRA Rules.

Do Deathbed Gifts Avoid Estate Taxes?

Transfer on Death Deed Failure Story.

A Specific Power of Attorney (POA) for a mortgage closing is a legal document that allows one person (the principal) to authorize another person (the agent or attorney-in-fact) to act on their behalf only for the purpose of completing a mortgage transaction—typically when the principal cannot be physically present at the closing.Key Points of How It Works:✅ Purpose-Specific AuthorizationThe document limits the agent's authority strictly to the mortgage transaction, such as signing loan documents, the note, deed of trust, and other closing forms.It does not grant broad financial powers—only what's specifically listed.✅ Common UsesWhen the borrower is:Out of the country or stateIn the militaryHospitalized or otherwise unavailable on closing day✅ Lender and Title Company Approval RequiredThe lender must approve the POA in advance. Some lenders are strict and may require the POA to be:Dated close to the closing dateNotarized and possibly recordedThe title company must also approve the document to ensure it's valid and complies with local regulations.✅ Execution RequirementsIt must:Clearly describe the property addressState the exact powers being granted (e.g., “to execute all documents required to close on the mortgage loan for [property address]”)Be notarized, and in some states, also witnessedSometimes be recorded with the county clerk if it's used to sign a deed or deed of trust✅ ExpirationSome are written to expire after a short period (e.g., 30 or 60 days), or immediately after closing.✅ RevocationThe principal can revoke it at any time before the closing by notifying the agent and any third parties relying on it (like the lender or title company) in writing.Example ScenarioSuppose Jane is buying a home but will be overseas on the closing date. She signs a Specific POA authorizing her sister to sign all documents necessary to complete the mortgage transaction for the home at 123 Main St. The lender and title company review and approve the POA ahead of time. On the day of closing, Jane's sister signs the documents on her behalf, using the POA.tune in and learn at  https://www.ddamortgage.com/blogDidier Malagies nmls#212566dda mortgage nmls#324329 Support the show

To subscribe to our podcast and YouTube channel visit: https://www.youtube.com/@davisphinneyfdn/podcasts In this Q&A episode of The Parkinson's Podcast, recorded during the May 2025 Living with Parkinson's Meetup, they answer questions from the community about what to do when Parkinson's affects your ability to work and how to navigate Power of Attorney. They also discuss orthostatic blood pressure hypertension and adaptive deep brain stimulation (DBS). To learn more about our Living With Parkinson's Webinar series visit: https://davisphinneyfoundation.org/event/webinar-series-living-with-parkinsons-meetup/ To learn more about the Davis Phinney Foundation for Parkinson's visit: https://dpf.org Season 6 Episode 12 

What is probate and why do people hate it? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

We sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English.  Original Air Date: June 7, 2025 Read the Article: https://www.henssler.com/you-cant-take-it-with-you-but-you-can-decide-who-gets-it 

Important Tax Reason Not To Give Your Kids Your House Before You Die.

When you die your assets will never go to the government.

The Washington State Estate Tax Is Changing!

 In this episode of “Henssler Money Talks, we kick things off with a market update covering the latest Personal Consumption Expenditures (PCE) data, University of Michigan Consumer Sentiment readings, and ongoing trade talks impacting global markets. Then we sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English. We dive into when and why you might need a trust, how various life scenarios affect your estate planning strategy, and how often you should a review of your plan. Whether you're married, single, have children, or just starting to think about the future, this episode offers practical insights for securing your legacy. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — June 7, 2025  |  Season 39, Episode 23  Timestamps and Chapters 1:58: Trade Talks with China, PCE Deflator, and Consumer Sentiment 22:43: Interview with Christopher Reeves, Esq. Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

The 2 Estate Taxes Washington Residents Need To Know About.

One Of The Easiest Ways To Avoid Washington State Estate Taxes.

How Estate Planning Can Save - Or Wreck - A Life.

What is a revocable trust and why should you have one? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

The First Thing To Do When Someone Dies.

 In this week's episode, Gregory Ricks dives into the unexpected risks of not having your estate planning in place—with expert insight from estate planning attorney Wes Blanchard. From last-minute will changes to health scares that can derail your financial future, they cover the must-do documents and how to handle things a la carte if life catches you off guard. Then, CPA Jude Heath joins the show to break down real-world tax complications and the hidden pitfalls do-it-yourselfers face when they try to go it alone. Whether you're managing your 401(k) or facing an IRS notice, there's something in this episode to help you win with your money—today and long-term. For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmWBRP-107.3 FM Baton Rouge - 11 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/

This Move Guarantees Probate Avoidance.

Music and readings by devotees, given on May 11, 2025, at the Ramakrishna Vedanta Society, Boston, MA

Powers of attorney only work while alive.

Are you relying on power of attorney to handle Social Security for a parent with dementia? You might be in for a surprise.When managing the care of a loved one with dementia, having power of attorney feels like it should cover everything. But when it comes to the Social Security Administration, that powerful document doesn't hold much weight. This episode unpacks what really works—and why federal agencies play by their own rules.Whether you're a daughter supporting your mom or a son trying to protect your dad from financial missteps, this episode gives you the clear path forward.In this episode, you'll learn:Why the Social Security Administration refuses to accept your power of attorneyThe exact steps to become a Representative Payee—including paperwork, appointments, and documentationHow to manage Social Security income legally and responsibly, from bank accounts to reimbursements and annual reportingGet the clarity you need to truly support your loved one—listen now and take control of the process the right way.To visit Patrick's website: https://keystoneelderlaw.com/

5 ways you can avoid probate.

An Estate Planning Fact You Did Not Know.

Estate Planning 101 in under 60 seconds.

The different types of trust distribution schedules. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

Land Trusts are a scam. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession