A financial power of attorney — sometimes called a “power of attorney for property” or a “general power of attorney” — can be a valuable estate planning tool.
One of the most effective estate-tax-saving techniques is also one of the simplest and most convenient: making maximum use of the annual gift tax exclusion.
Who will handle your financial affairs and make medical decisions for you in the event you become incapacitated? The answer lies in a durable power of attorney.
Join us for a senior relocation pro’s practical tips and inspiration to send you sorting through your belongings and undergoing your own rightsizing journey.
