Podcasts about Power of attorney

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

Is It Okay To Move Real Estate With A Mortgage Into An LLC? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

The best revocable trust provisions for kids. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

The wrong way to leave your house to your kids. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Do-It-Yourself Estate Planning Gone Wrong. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

5 Reasons to Create a Revocable Living Trust 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

3 Unexpected Reasons That Probate Sucks. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

The Best Way To Prevent Kids From Blowing Their Inheritance. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

When A Trust Is Appropriate For Real Estate Transfers. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Why is managing your parent's finances so hard even when you have a valid power of attorney?If you're a caregiver for a parent with dementia, you may have discovered that a legally valid power of attorney often isn't enough—especially when dealing with banks, investment firms, and bureaucratic barriers. This episode dives into the emotional and legal frustrations families face when financial institutions refuse to honor the law.You'll hear a real story of a daughter trying to care for her father, only to be blocked by systems that are supposed to help. And if you're preparing for future care or already navigating it, this episode is a must-listen.What you'll learn:Why financial institutions routinely ignore valid powers of attorney—and how it impacts dementia caregivers.What legal protections should exist for caregivers and how institutions sidestep them.How to recognize when you're being unlawfully blocked—and what alternative options may be available.Listen now to protect your loved one's finances and advocate with confidence.For more, visit: keystoneelderlaw.com

What does estate planning even mean? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

A trust is not the only way to avoid probate. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

In this episode of Absolute Trust Talk, host Kirsten Howe and associate attorney Jessica Colbert continue their discussion on estate planning during divorce proceedings with practical solutions. Following their previous episode on the potential problems that can arise if someone becomes incapacitated or dies during divorce, they now focus on preventative measures. The attorneys explain how to ensure your soon-to-be ex-spouse doesn't maintain control over your healthcare decisions or inherit your assets contrary to your wishes. They discuss the creation of new healthcare directives, powers of attorney, wills, and trusts—all while navigating the automatic temporary restraining orders (ATROs) that restrict asset transfers during divorce. This episode, part two of their divorce series, provides clear guidance on proper timing of estate planning updates during divorce to protect yourself legally before the process is finalized.   Time-stamped Show Notes: 0:00 Introduction 2:03 How to avoid having your spouse be responsible for you if incapacitated 2:26 Next, Kirsten and Jessica discuss options for those who have never created estate planning documents 2:48 What should you do if you already have documents naming your spouse? 3:16 Now, let's talk about how to prevent your spouse from inheriting if you die before the divorce is final 5:23 What are the next steps for clients who already have a joint trust with their spouse? 6:07 Let's clarify the importance of following trust-specific revocation methods and requirements during divorce 7:44 Finally, listen as Kirsten and Jessica talk about why accepting potential probate may be necessary and worth it