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Understanding the 3 Types of Financial Power of Attorney: What You Need to Know!
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In today's video, we dive into the essentials of Financial Power of Attorney (POA).
If you found this video helpful, please give it a thumbs up 👍, share it with friends, and leave your thoughts, or questions, in the comments. See you there!
Chapters:
0:00 – Introduction
0:29 - What is a Financial Power of Attorney?
0:33 - The three types of POAs
3:05 - POA effective date options
5:17 - Key considerations for selecting your agent(s)
5:30 - Single Agent
6:43 - Co-Agency with limited powers
8:34 - Co-Agency with equal powers
DISCLAIMER: This video does not contain medical, health, legal, tax, or financial advice. The information is provided for general informational and educational purposes only and is not a substitute for professional advice. Accordingly, before taking any actions based upon such information, we encourage you to consult with the appropriate business professionals. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED ON THE SITE IS SOLELY AT YOUR OWN RISK.
#agingonyourterms #FinancialPowerOfAttorney #POA
If you found this video helpful, please give it a thumbs up 👍, share it with friends, and leave your thoughts, or questions, in the comments. See you there!
Chapters:
0:00 – Introduction
0:29 - What is a Financial Power of Attorney?
0:33 - The three types of POAs
3:05 - POA effective date options
5:17 - Key considerations for selecting your agent(s)
5:30 - Single Agent
6:43 - Co-Agency with limited powers
8:34 - Co-Agency with equal powers
DISCLAIMER: This video does not contain medical, health, legal, tax, or financial advice. The information is provided for general informational and educational purposes only and is not a substitute for professional advice. Accordingly, before taking any actions based upon such information, we encourage you to consult with the appropriate business professionals. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED ON THE SITE IS SOLELY AT YOUR OWN RISK.
#agingonyourterms #FinancialPowerOfAttorney #POA
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