Posts Tagged ‘power of attorney’

Re-Marriage and Estate Planning: It’s a Family Affair

Lee Rosenberg, CFP | June 11th, 2009

Many of my widowed and divorced clients have gone on to remarry later in life (maybe even for a third time). It’s wonderful that they’ve found happiness, but from an estate planning point of view, it can be a real challenge to make sure that love does conquer all. Given their later stages, re-marrieds come to the altar with an array of entanglements- children, grandchildren, property, businesses, assets, health  


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Do You Know Your Power of Attorney Rights?

Vincent Russo, JD, LLM, CELA | March 6th, 2009

Many seniors have Powers of Attorney, but do you have the right one? This is a very important question because no one has the right to make financial decisions for you, unless you have legally appointed a person with the authority to act for you.  The best way to give that legal authority is by executing a Comprehensive Durable Power of Attorney.

STATUTORY FORM

It is critical that your Power of Attorney is a NEW YORK STATUTORY FORM:  DURABLE GENERAL POWER OF ATTORNEY.  This means that the document must be followed by banks and financial institutions in New  


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