Podcasts about powers of attorney

What happens when aging parents need financial help—but no one’s talking about it? In this episode of The Retirement Key, Justin Dobak shares how to navigate tough conversations around long-term care, estate planning, and financial red flags. Learn how to approach sensitive topics with compassion and clarity. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this essential episode, we discuss what legal capacity means for making wills and powers of attorney, why it's increasingly critical with an ageing population, and how to manage situations where cognitive decline is involved. Learn about common warning signs, proactive measures, and what happens if capacity is in doubt.

Raj Shah and Rick Borek discuss a tool in annuities that people may misunderstand and how to maintain a retirement income with less risk. They also talk about Sharon Stone being stolen from and what different types of powers of attorney have the ability to do. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494. Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ . And connect with SC Wealth Advisors on social media: Facebook YouTube LinkedInSee omnystudio.com/listener for privacy information.

Powers of attorney only work while alive.

So you finished your estate planning... but do you have a Power of Attorney?Check out this mini-episode for details on:- What is a power of attorney? (2:13)- When should you consider having more than one power of attorney? (4:00)- How do you choose who to appoint as your power of attorney? (6:05)- What are some tips/traps to consider? (7:18)HERE ARE SOME OTHER WAYS TO CONNECT WITH ME:My website! Email: thetaxchickpodcast@gmail.com@tax.chick (IG) LinkedInBe a "Tax Chick VIP"

When people hear the term “power of attorney,” they often assume it's a one-size-fits-all document that gives someone authority to handle everything if they become incapacitated. There are actually two completely different types of powers of attorney. In this episode, Nick breaks down how each one has its own purpose, responsibilities, and potential pitfalls. You'll learn how they're different, what each involves, and why choosing the right person for each job can make a world of difference in how smoothly things go if you can't speak or act for yourself. Here's some of what we discuss in this episode: ⚖️ Different jobs, different documents and one won't cover it all

Every client has a unique set of needs. In this episode, we're looking at how to work with clients who have a power of attorney or are under a conservatorship. Listen to learn how these circumstances affect enrollment, and how you can assist the process!    Read the text version     Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.    Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/     Elder Abuse Prevention & Resources    Resources: How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://lnk.to/Lw5Dmc   How to Stay Compliant During All Medicare Sales: https://lnk.to/41gE4C   Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/  Why Are Part D Prescription Drug Plans So Different? https://ritterim.com/blog/why-are-part-d-prescription-drug-plans-so-different/     References: “Authorization to Disclose Personal Health ...” Centers for Medicare & Medicaid, https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf. Accessed 14 Feb. 2025.   “Britney Spears's Conservatorship Terminated after Nearly 14 Years.” The Guardian, Guardian News and Media, 12 Nov. 2021, https://www.theguardian.com/music/2021/nov/12/britney-spears-conservatorship-terminated.  “Conservatorship and Guardianship.” Family Caregiver Alliance, https://www.caregiver.org/resource/conservatorship-and-guardianship/. Accessed 19 Feb. 2025.  Kenton, Will. “Conservatorship Definition, How It Works, Types, Alternatives.” Investopedia, Investopedia, https://www.investopedia.com/terms/c/conservatorship.asp. Accessed 14 Feb. 2025.   “Elder Abuse Statistics.” Justice.Gov, U.S. Department of Justice, https://www.justice.gov/file/970666/dl?inline=. Accessed 14 Feb. 2025.   “Financial Exploitation Resources.” Financial Exploitation Resources | Department of Aging | Commonwealth of Pennsylvania, Commonwealth of Pennsylvania, https://www.pa.gov/agencies/aging/aging-programs-and-services/advocacy-education-protection/financial-exploitation-resources.html. Accessed 14 Feb. 2025.   “GAO-10-1046 Highlights, Guardianships.” GAO.Gov, United States Government Accountability Office, https://www.gao.gov/assets/gao-10-1046-highlights.pdf. Accessed 14 Feb. 2025.   “Get the Facts on Elder Abuse.” NCOA, National Council on Aging, https://www.ncoa.org/article/get-the-facts-on-elder-abuse/. Accessed 14 Feb. 2025.   “New California Law Limits Conservatorships after Britney Spears Saga.” Mortensen & Reinheimer, PC, Mortensen & Reinheimer, PC, https://www.ocestateplanning.net/law-blog/2023/january/new-california-law-limits-conservatorships-after/. Accessed 14 Feb. 2025.   “Power of Attorney.” AmericanBar.Org, American Bar Association, https://www.americanbar.org/groups/real_property_trust_estate/resources/estate-planning/power-of-attorney/. Accessed 19 Feb. 2025.  “Rules and Model Language for Proof of Representation Vs ...” Centers for Medicare & Medicaid, https://www.cms.gov/files/document/por-vs-ctrpdf. Accessed 14 Feb. 2025.   “Using a Power of Attorney to Enroll a Beneficiary in a Medicare Drug Plan.” ElderLawAnswers for Attorneys - Affordable Content Marketing for Busy Elder Law Attorneys, ElderLawAnswers for Attorneys, https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414. Accessed 14 Feb. 2025.   “What is a medical power of attorney.” FreeWill, https://www.freewill.com/learn/what-is-a-medical-power-of-attorney/. Accessed 19 Feb. 2025.  Firm, The Karp Law. “Your Power of Attorney Is Not Enough for Medicare, Social Security.” Karp Law Firm, https://karplaw.com/your-power-of-attorney-is-not-enough-for-medicare-social-security/. Accessed 14 Feb. 2025.     Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance      Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel    Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/  Not affiliated with or endorsed by Medicare or any government agency. 

Craig Day and Hayley Mitchell (Coopers Grace Ward), delve into the details of Enduring Powers of Attorney, covering the scope of authority granted to the attorney, as well as the limitations on their actions. Hosted on Acast. See acast.com/privacy for more information.

Understanding the significance of Powers of Attorney (POA) is crucial for anyone planning for the future. Legal expert Todd Whatley leads our discussion on why establishing a POA is a must-have for every adult, emphasizing the role it plays in protecting your interests and easing family burdens during times of uncertainty and incapacity.• Definition of Power of Attorney and its importance • Types: Financial and healthcare POA explanations • Consequences of inaction: guardianship risks highlighted • Common misconceptions about POAs debunked • Selecting the right agent: trust and duties explained • Recommendations for developing a comprehensive POA • Call to action: Create or review your POA today for peace of mind Please call the office 479-601-4119 or go to generationslegalgroup.com for assistance in getting your Power of Attorney completed.Information to help you answer all of your questions about aging.

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Today, we're excited to welcome Dr. Lloyd Finks, Senior Physician and Director of Operations at ZüpMed in Memphis, TN, for an insightful discussion about Healthcare Powers of Attorney (HPOA) and their role in financial, medical, and legal settings. We start with a fun look at our favorite medical TV shows and movies before diving into an in-depth discussion with Dr. Lloyd. Together, we break down what an HPOA really is, the steps to creating one, and the importance of clear communication throughout the process. Plus, Dr. Lloyd shares how ZüpMed is revolutionizing healthcare experiences with their innovative approach. Don't miss this engaging and informative episode with Dr. Lloyd and the BullCast team! The List: The Best Medical TV Shows & Movies Hashtags: #ZupMed #HPOAs #BullGuest #WhiteFootedDeerMouse #PacificSockeyeSalmon Visit us online: www.bullcastpodcast.com Learn more about our guest: www.zupmed.com Produced by Cameron Spann | Powered by Pickler Wealth Advisors Sound effects obtained from https://www.zapsplat.com

Thinking about who you might want making decisions for you if you can't or who gets what when you pass on is a difficult process. Even more difficult is the burden left to others if you don't make proper preparations. In this podcast we talk with William A G Simpson, a personal injury lawyer who sees the results of lack of preparation daily. Bill will explain what we need and why in plain English (his superpower!) so that our audience can make these real life renovations and then relax, knowing they're ready for any eventuality.

Real Estate Attorney Dave Schlueter with the Law Offices of Dave Schlueter Ltd. joins Jon Hansen on Your Money Matters to discuss the importance of not procrastinating on medical and financial powers of attorney. The two also talk about the Illinois Power of Attorney Act, which is set to start on January 1st, 2025. For more information, call 630-285-5300.

In this episode, Alison discusses everything you need to know about powers of attorney, particularly useful for military families. She covers why you need one, the different types available, and shares personal experiences to highlight the importance of these legal documents.Important Links:Armed Forces Legal Services LocatorMilitary One Source Free Legal HelpLegal Assistance for Service Members and Familieshttps://view.flodesk.com/pages/63e17c34781752946ff2b424 Support the showI so appreciate you listening to the show!If you wouldn't mind leaving a rating and review I would really appreciate it!!Check out The Ultimate Do It Yourself or DITY guide for FREE!Podcasting is a labor of love for sure! I would love your support! Subscribe to the show HERE! To get in touch with Alison with questions or potential topics or guests please email themilspousepodcast@gmail.com Follow us on IG @themilspousepodcast And please check out our website! www.themilspousepodcast.com

Real Estate Attorney Dave Schlueter with the Law Offices of Dave Schlueter Ltd. joins Jon Hansen on Your Money Matters to talk about getting powers of attorney and institutions complicating the process for children.

  On our latest episode of Intelligent Money Minute, we had the pleasure of interviewing Chace Campbell, an experienced attorney with over 20 years of legal expertise. During the conversation, […] The post What Are Powers of Attorney? appeared first on Intelligent Investing.

E83 The Fifth Court Problems have emerged around new legislation around enduring powers of attorney (EPA). On this episode hosts Peter Leonard BL and Mark Tottenham BL discuss these issues, and some solutions, with David Byrnes BL and solicitor Flor McCarthy, Founder Director of Solicitors Growth, Ireland's largest independent community of mutual support and collegiality for Irish legal professionals. David tells his own personal and poignant story about issues that arose with his own father-in-law. Mark and Peter also discuss three fresh cases from the Decisis.ie fileA tax case where a party failed to pay €180k in its entirety.Asylum law. A case involving a 'marriage of convenience'A money laundering case, referencing the infamous Northern Bank robbery. Hosted on Acast. See acast.com/privacy for more information.

May 27, 2024 – In today's Lifetime Planning segment, we explore the fundamentals of estate planning with Adam Sherry, an attorney specializing in estate planning, trust administration, and probate at Spector & Sherry. Adam discusses...

In this episode, join host Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, and Vanessa Kanaga, CEO of Interactive Legal in their discussion about the significance of having a health care power of attorney in place. Discover the nuances of the types of documents and how they function, factors to consider when choosing an attorney, and some helpful provisions in the new Uniform Health-care Decisions Act. Tune in to learn how proactive planning can empower you to make informed healthcare choices, safeguarding your well-being and preserving your wishes.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode Tax and Estate solicitor, Katie Broadfield and Trainee legal executive, Emma Jackson discuss lasting powers of attorney and why they are important and what are the upcoming changes.Katie's website profile: https://www.whitehead-monckton.co.uk/our-people/katie-broadfieldEmma's website profile: https://www.whitehead-monckton.co.uk/our-people/emma-jackson Hosted on Acast. See acast.com/privacy for more information.

Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/   Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com)   Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/   See Thousands of Case Studies Today HERE:  www.thrivetimeshow.com/does-it-work/  

Embark on a journey to secure your future as my colleague, Samantha Gordon, and I dissect the often-overlooked perils of guardianship and champion the empowering capabilities of powers of attorney. With Samantha's deep well of experience in guardianship cases, we peel back the layers of court interventions that could entangle your personal and financial autonomy. Discover how to steer clear of the possibility of an imposed guardian and the intricate web of restrictions that come with court supervision. This episode is an essential masterclass for those who prioritize maintaining control over their life decisions, even in the face of incapacity.Navigating the unpredictable tides of life requires a trusted helmsman, and we emphasize the vital role that powers of attorney play in ensuring your vessel remains on course. Samantha and I illuminate the flexible nature of these legal instruments, crafting a compelling case for their use in safeguarding your future, particularly within the context of elder law. We cater solutions to real-world scenarios, providing you with the strategic foresight needed to protect your autonomy with confidence. For anyone seeking to minimize legal entanglements and secure a trustworthy advocate for their personal affairs, this conversation is your guiding beacon.

Join in the conversation with your coaches, Randy & Nic, as they discuss Tax Bombs that can occur with your retirement accounts. You'll hear about a made man, the tax man & a good plan gone bad.

Join us on the State 48 Homeowner podcast as we delve into what people need to know about being prepared when we have aging parents. Rich and Dawn Milburn from Klaus Team Silver share invaluable insights gained from personal and professional experiences in senior care. Discover the five crucial aspects often overlooked when preparing for this transition. From timing conversations to caregiving options and financial considerations, this episode equips you with essential knowledge for navigating this phase of life. Tune in for expert advice and guidance on planning ahead for your loved ones' care.

In this episode, Tamsin speaks to wills, probate and legacy planning solicitor Michelle Tonge of Private Client Solicitors about Wills and Powers of Attorney. They discuss how to make a will and power of attorney, when wills are no longer valid, why they should be reviewed regularly and important considerations.Michelle TongeMichelle is an Associate Solicitor at Private Client Solicitors who has been specialising in private client law since 2017. Michelle assists clients with all aspects of wealth preservation work and frequently advises individuals, families, and business owners in relation to wills, trusts, inheritance tax planning, lasting power of attorney documents and probate. Michelle is passionate about speaking to her clients and learning about their families and their lives. She understands that each family is different and ensures that her advice is down-to-earth, honest, and tailored to each client to overcome their worries.LinkedInPrivate Client SolicitorsTamsin CaineTamsin is a Chartered Financial Planner with over 20 years experience. She works with couples and individuals who are at the end of a relationship and want agree how to divide their assets FAIRLY without a fight.You can contact Tamsin at tamsin@smartdivorce.co.uk or arrange a free initial meeting using https://bit.ly/SmDiv15min. She is also part of the team running Facebook group Separation, Divorce and Dissolution UKTamsin Caine MSc., FPFSChartered Financial PlannerSmart Divorce LtdSmart Divorce P.S. I am the co-author of “My Divorce Handbook – It's What You Do Next That Counts”, written by divorce specialists and lawyers writing about their area of expertise to help walk you through the divorce process. You can buy it here https://yourdivorcehandbook.co.uk/buy-the-book/To learn more about our podcast sponsor Ampla Finance – access their product guide here: https://bit.ly/3IeqmucOr complete enquiry form https://bit.ly/3W4J7pz and one of the team will be in touch.Support the show

If you trust your agent on your financial power of attorney, the document can include many extra powers beyond statutory language as illustrated by the following case.

Today, Blair discusses what to know about POAs.

Sept 25, 2023 – On today's Lifetime Planning segment, we discuss the essentials of an estate plan with Adam Sherry, an attorney specializing in estate planning, trust administration, and probate at Spector and Sherry...

Jim and Chris continue their discussion and dive into detail on Power of Attorney (POA) forms with relation to changing beneficiaries. The post Powers Of Attorney and Beneficiary Changes: EDU #2331 appeared first on The Retirement and IRA Show.

Welcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. In this episode, Jenna Rubin chats with Brent about durable powers of attorney for finances. They discuss what they are, how they work, and why they are ... Read more

Wills, powers of attorney, and personal directives are often bundled and sold as a package by lawyers. Tune into this episode of Access to Justice to hear host Evan Clarke explain the differences between the documents. We also learn what a Green Sleeve is and who should have one! 

Welcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. In this episode, Emily Kile chats with Brent about possibly the most important estate planning document: the health care power of attorney and living will. They discuss what they are, how they work, and why they are so important, though often overlooked.

Welcome to Retirement Lifestyles with Patrick McNally!! May's Financial Topic: Estate Planning Show Title: Powers of Attorney and Health Care Directives -Here's a breakdown of this weeks show... -Introduction. (starting at 0:54) - Powers of Attorney and Health Care Directives. (starting at 06:27) - Mailbag: What are the chances that we will need LTC? (starting at 28:55) - IRA FAQ: Conversion as a gift to your beneficiaries. - Wrap up and Action Items! (starting at 49:52)   Get your FREE copy of my book "Retirement Planning 101". A gift for being a listener of the podcast. Visit PatrickMcNally.com Today!    Schedule a FREE Strategy Call with me TalkToPatrick.com.   Dedicated to Your Retirement Lifestyle, Patrick McNally www.PatrickMcNally.com 530-377-5180 Disclosures Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change. All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients. Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented. Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor's portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States. Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor's situation is different, and goals may not always be achieved. Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.

Today, Blair discusses the different Powers of Attorney used in Texas real estate transactions.

Estate planning isn't only for planning what happens to your "stuff" when you pass. A thorough estate plan includes legal documents that support you during your lifetime in the event of incapacity. Michele Procino-Wells & Amber B. Woodland are together in this episode to discuss both lifetime planning documents, and how and when they might be used. You'll hear them refer to the Power of Attorney as one of the most important legal documents that any adult should have, so this is a do not miss episode.

If you're a solo ager and you must use a power of attorney (POA), make it as limited as possible. We received the following from a solo ager listener: “You state in your book that a financial power of attorney is not necessary if there's a solid living trust in place. (I don't feel the risk of abuse is a critical concern in my case). However, my lawyer says I need to name one.”- Lori This attorney refused to complete our listener's estate plan unless she included a financial power of attorney. Why I avoid POAs whenever possible Powers of attorney are very overpowered. It can be executed with just a simple notary with no witness requirements. But, for that basic execution, there is unlimited control over someone else's finances, house, etc. Powers of attorney are pretty unstructured. There are no guide rails in the law for how an agent under the POA is compensated or whether there should be an accounting proceeding. Besides, if you have a revocable living trust, then you have most of the benefits of a power of attorney. You would only need a POA if you are traveling abroad or incapacitated. You'd need someone to manage the funds on your behalf so you don't fall into arrears or foreclosure. I don't think the risk of having a financial power of attorney is worth covering those outlaying scenarios. If you ever read a standard power of attorney, you'll see that the agent has the power to do almost anything with your finances and property. A supreme example from the news headlines is of Brooke Astor, a famous New York philanthropist. Her son was able to siphon about $80 million from her estate with a simple POA, contrary to the rest of her estate plan. You might read the scenario above and say, well, I'd only give power of attorney to someone I trust. We've seen people who used to be the most trusted candidates go astray. Money does interesting things to people. This fear should not keep you from creating an estate plan, but keep in mind that you should minimize the use of a POA. Why would an estate planning lawyers insist you sign a POA The short answer is that I don't know why anyone would be that stubborn to make their client do things their way. It's like a doctor saying, “Get this surgery and you will be better. If you don't listen to me, then I won't be your doctor anymore.”  If they can't explain their reasons to your satisfaction and still insist, consider changing lawyers. Some attorneys have always done estate planning “packages”, and haven't changed with the times. It might be hard to leave an attorney that you've been working with for a long time and who you are otherwise comfortable with. But, if you can't get a decent answer to this pretty powerful question, it might be worth getting at least a second opinion. Ways to limit a power of attorney If you feel that you need a power of attorney, then ask the attorney to make it a limited one. There are two main ways to limit a POA: The first way is to get a springing POA instead of a general POA. A general POA is effective immediately upon signing. A springing POA is conditional; those powers only come into existence if certain conditions are met. Usually this means that you must be deemed incompetent by two physicians. The second way to limit a POA is to only choose specific powers for the agent to have. You don't want to check the box that says your agent under the POA has the power to gift all of your money. And you certainly don't want to check the last box that says, “All of the above.” Carefully choose only the powers that are needed to accomplish your goals. If it's not something you would do in your own capacity, don't give someone else the power to do it! Solo Ager If you don't already have my book, “The Solo Ager Estate Plan,” click the link below for a copy. Free copy of "The Solo Ager Estate Plan" Complete this form to receive your complimentary copy of Anthony's Amazon best-seller, “The Solo Ager Estate Plan”

  You assist your clients with a lot, but you can't do everything for them. At a certain point clients may be unable to make major life decisions. Learn all about power of attorney and conservatorships and how to navigate those interactions as an insurance agent. Read the text version   Get on the Ritter Platform by Registering with Ritter: https://www.ritterim.com/agent-tools/the-ritter-platform/   Follow Us on Social!   Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/ Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Resources:   3 Email Marketing Campaigns Insurance Agents Should Be Sending: https://agentsurvivalguide.podbean.com/e/3-email-marketing-campaigns-insurance-agents-should-be-sending/ Everything You Get With Your Ritter Registration: https://agentsurvivalguide.podbean.com/e/everything-you-get-with-your-ritter-registration/ Ritter Can Help You Stay in Touch with Your Clients: https://agentsurvivalguide.podbean.com/e/ritter-can-help-you-stay-in-touch-with-your-clients-1671024716/ Senior Speak: Talking to Medicare Clients Age & Older: https://agentsurvivalguide.podbean.com/e/senior-speak-talking-to-medicare-clients-age-65-older/   References:   Authorization to Disclose Personal Health Information Form PDF: https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/Downloads/CMS10106.pdf Britney Spears's conservatorship terminated after nearly 14 years: https://www.theguardian.com/music/2021/nov/12/britney-spears-conservatorship-terminated Cases of Financial Exploitation, Neglect, and Abuse of Seniors: https://www.gao.gov/assets/gao-10-1046-highlights.pdf Conservatorship and Guardianship: https://www.caregiver.org/resource/conservatorship-and-guardianship/ Guardianship and Conservatorship FAQs: https://www.lawhelp.org/dc/resource/guardianship-and-conservatorship-frequently-a National Center on Elder Abuse Research, Statistics and Data: https://ncea.acl.gov/What-We-Do/Research/Statistics-and-Data.aspx#prevalence Power of Attorney: https://www.americanbar.org/groups/real_property_trust_estate/resources/estate_planning/power_of_attorney/ Power of Attorney is Not Enough for Medicare: https://www.sjslawpc.com/2020/08/25/power-of-attorney-is-not-enough-for-medicare/ Rules and Model Language for “Proof of Representation” vs. “Consent to Release” for Medicare Secondary Payer Liability Insurance (Including Self-Insurance), No-Fault Insurance, or Workers' Compensation: https://www.cms.gov/files/document/por-vs-ctrpdf Using a Power of Attorney to Enroll a Beneficiary in a Medicare Drug Plan: https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414 What is a Conservatorship? https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414 What is a medical power of attorney? https://www.freewill.com/learn/what-is-a-medical-power-of-attorney What is a Representative Payee and Who Can Become One? https://www.ncoa.org/article/what-is-a-representative-payee-and-who-can-become-one

In 2020, Lasting Powers of Attorney in England and Wales went digital. If you had permission to act on behalf of a relative who could no longer do it themselves you could download a digital certificate to prove it from the Office of the Public Guardian. But some organisations including His Majesty's Revenue & Customs have told Money Box they will not accept these digital certificates and demand a certified paper copy instead. We'll speak to a listener who's struggling with the system and get responses from the OPG and HMRC. People living in Northern Ireland will be watching their bank accounts and letterboxes closely over the next few weeks for some long awaited help with the cost of their energy bills. Unlike the rest of the UK, households haven't yet received any of the £400 help people in Great Britain have been getting in instalments of £66 or £67 or £200 which has been allocated to help towards the costs of alternative fuel - like heating oil and coal. We'll find out when and how that £600 will arrive. Advice on what you can do if your identity is stolen - our reporter Star McFarlane investigates after it happened to her. And what to do if you haven't filed your self-assessment tax return yet, and how to avoid a fine. We'll speak to Dawn Register from the accountancy and business advisory firm BDO. Presenter: Paul Lewis Reporters: Dan Whitworth, Eimear Devlin and Star McFarlane Producer: Catherine Lund Editor: Jess Quayle (First broadcast 12pm Saturday 7th January, 2023)

Elder law attorney Jim Koewler joins Suzanne to talk about setting up your estate plan and the people needed to complete various documents, such as powers of attorney, wills, living wills, revocable trusts, and irrevocable third-party trusts. This segment covers Powers of Attorney. Agent: Probably spouse (unless spouse cracks under pressure of making decisions for others) First successor agent: Person most likely to take in Principal (person signing the POA) if Principal needs long-term care) Second successor agent: Person second-most likely to take in Principal if Principal needs long-term care) Etc. Jim suggests naming the same agents and successor agents in both the General and Health Care Powers of Attorney so that, should you ever need long-term care, the person providing care also has the ability to hire help and to pay for it. Listen in to hear details and explanations. Learn more about Jim Koewler at Answer for Elders or at his website, and look here to see a list of all of Jim's podcasts.See omnystudio.com/listener for privacy information.

Statutory form financial durable powers of attorney do not include all powers of the agent. Numerous additional provisions are discussed to give extra authority to the agent to meet the goals of the principal.

Today we go live to the 2023 IAFCI Conference in Baltimore where Mark and Mike welcome back April DeValkenaere.  April is the owner and founder of Fortress Financial Education, LLC whose focus is helping clients who have fallen victim to power-of-attorney theft, elder fraud, and other white-collar crimes.  Fortress also aids law enforcement in the investigation processes of these crimes in their effort to prosecute these criminals. April stresses the importance of prevention through education - teaching people actionable steps they can take, both in the short term and long term, to be able to advocate for themselves on how to protect their current and future finances.  April is also the President of the Wisconsin local chapter of the IAFCI, and today she visits The Protectors for a second time to share her knowledge and experience in an effort to help YOU protect and preserve your own "personal fortress." GUEST CONTACT INFO:https://www.linkedin.com/in/april-devalkenaere-sbwcp-cfci-759334a5 (https://www.linkedin.com/in/april-devalkenaere-sbwcp-cfci-759334a5) https://protectyourfortress.com/ (https://protectyourfortress.com/) https://www.consumerfinance.gov/consumer-tools/managing-someone-elses-money/ (https://www.consumerfinance.gov/consumer-tools/managing-someone-elses-money/) https://consumer.ftc.gov/consumer-alerts/2018/09/managing-someone-elses-money-new-protection-id-theft-and-fraud (https://consumer.ftc.gov/consumer-alerts/2018/09/managing-someone-elses-money-new-protection-id-theft-and-fraud)

Welcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basicsContinue reading

Welcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basicsContinue reading

As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans.  Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our team members, we can help you think defensively about protecting your wealth, investments, business intellectual property, and other assets and counsel you through choices you make to prepare for the future. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey.  Kraig's mission is help you build & protect your wealth and lifestyle today and generationally. Along the way, Kraig is ready to assist with all matters related to your financial wellbeing as well as your business and family legal needs.  Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. DISCLAIMER: Kraig Strom is not an attorney or a certified public accountant. Kraig is a Certified Financial Planner Professional®, a Chartered Financial Consultant®, and an Investment advisor representative.  As cool as all that may sound, this video is only helpful hints, tips and education. This video is not specific tax, legal or investment advice. Before you decide to take action on anything you see in this video, please consult with your tax, legal or investment advisor first.

This is part three of our special, four-part, estate planning series. Even if you've never done any estate planning, if you are over the age of 18, you must have an Advanced Health Directive. If you're wondering why this may be the most important document in your estate plan, take a listen to this show.

Tony continues with his series on inheritance and safeguarding your estate for your family with this episode on why wills and power of attorney agreements can be vital. KEY TAKEAWAYS If you don’t create a will in readiness for your passing your estate could be inherited by someone you had not envisioned taking over your wealth and assets. The Health and Welfare Lasting Power of Attorney allows you to appoint an attorney to make decisions about matters such as your medical care, where you live, your daily routine such as what you eat and what you wear, whom you have contact with and whether you have life sustaining treatment only if you have given express permission. The Property and Financial Affairs Lasting Power of Attorney gives your attorney the power to do things such as buy and sell your property, pay your bills, collect your pension or benefits, and manage your bank accounts. Only 13% of adults have written a living will which is used to provide advanced decisions on refusing medical treatments if you become terminally ill or lose the ability to make decisions for yourself. BEST MOMENTS ‘Worryingly 3 in 5 UK adults have not written a will and that’s research carried out by Canada Life.’ ‘What we need to remember is that a will can provide peace of mind that not only will the correct beneficiaries benefit from an estate distribution, but also that it is done as efficiently as possible at such a difficult time.’ ‘A will can help reduce the amount of Inheritance Tax that might be payable on the value of a property and monies that you leave behind.’ VALUABLE RESOURCES Wills, Lasting Powers of Attorney, Trust and Estate Planning Specialists - Kinherit Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth Sign Up Now For Exclusive Tony Talks Wealth Content at https://www.patreon.com/TTWealth ABOUT THE HOST Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales. “Live For Today, Invest For Tomorrow” CONTACT Tony’s official website: https://ttwealth.co.uk/ Facebook: https://www.facebook.com/TonyThomas.IFA/ LinkedIn: https://www.linkedin.com/in/tonythomas2/See omnystudio.com/listener for privacy information.

In this episode, family health lawyer Lisa Feldstein goes into the nitty gritty when it comes to the tough legal decisions pertaining to caregiving including: the law surrounding health decisions, financial decisions and consent and capacity. Real cases are discussed and common legal scenarios are touched upon in this very informative episode.  About Lisa: Lisa Feldstein is the principal lawyer at Lisa Feldstein Law Office. Lisa is a graduate of  Osgoode Hall Law School and the University of Guelph, where she studied psychology. Lisa practices in the area of Family Health Law™, which includes providing advice in the areas of mental health law, guardianship law, privacy law, elder law, and other health law matters. Prior to opening her own practice in 2013, Lisa was a lawyer at Canada's largest health law firm providing advice to hospitals and other health care organizations. During that time she performed a secondment with The Centre for Addiction and Mental Health (CAMH). Lisa provides advice to family members in their role as caregivers, attorneys, guardians, substitute decision-makers and advocates, and represents family members before the Consent and Capacity Board. She routinely assists clients to navigate challenging ethical situations involving consent, capacity and substitute decision-making. Lisa frequently writes and presents about health law matters and has been widely published and interviewed in media outlets such as the National Post, Global News, CTV, Vanity Fair, Macleans Magazine and the CBC. She teaches Health Care Law as an Adjunct Professor at York University. You can find Lisa on her website or on Instagram: http:// www.familyhealthlaw.ca  https://www.instagram.com/lisafeldsteinlaw/ Visit us on our website:  www.compassionincaregiving.com Stephanie currently has openings for one-on-one therapy. To find out more and to see if she is a good fit please visit https://calendly.com/compassionincaregiving/30min?back=1&month=2021-06   Join our FREE Facebook community! https://www.facebook.com/groups/compassioncaregiverconnection   For more visit our instagram! @compassionincaregiving 

Hello, and welcome back to the Estate Planning Podcast presented by your friends with Rhodes Law Firm. I'm your host, Colby Kukelski and thank you for joining us back here this week. If you're unfamiliar with us, the Estate Planning Podcast is focused on helping families just like yours figure out what estate planning is […] The post Estate Planning – Last Will and Testaments, Trusts, Powers of Attorney and Elder Law first appeared on The Estate Planning Podcast. The post Estate Planning – Last Will and Testaments, Trusts, Powers of Attorney and Elder Law appeared first on The Estate Planning Podcast.

Hosts Jen and Steve, estate planning attorneys in Boise, Idaho, might seem like superheroes, but that's not what they mean by Powers of Attorney. In this episode, they'll discuss what a Power of Attorney does and why you need one for your finances and another for your healthcare matters.  Learn more about Jen's estate planning practice at www.wulflegal.com Learn more about Steve's estate planning practice at www.capitalcitylawoffice.com Send us your feedback online: https://pinecast.com/feedback/you-can-t-take-it-with-you/37e49039-99fa-44e1-94ac-2d3f4689138e