Do I Need Power of Attorney?

Do I Need Power of Attorney?

29 Jul 2021
Together with a will, power of attorney (or POA) for finances and healthcare needs be part of everyone’s estate planning documentation. Read below to find out about the different kinds of power of attorney docume...
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How to Get Power of Attorney for a Spouse

How to Get Power of Attorney for a Spouse

29 Jul 2021
A power of attorney (POA) is legal documentation in which the individual signing the document, called the "principal," authorizes another individual, called the "agent," to act in their name. The power given to t...
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What Is Limited Power of Attorney?

What Is Limited Power of Attorney?

13 Jul 2021
Limited Power of Attorney is a permission that enables a portfolio manager to carry out particular duties on behalf of the account’s owner. Usually, a LPOA enables them to carry-out an agreed-upon investment plan...
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