Fra Noi Embrace Your Inner Italian
It never fails. Prospective clients come into the office who are very old or very ill, proclaiming that they have powers of attorney. We take one look at the documents and realize that they are outdated and nearly worthless. Why? Because their powers of attorney are just “plain-vanilla.” There are no specific authorizations inserted for * public benefits planning, Medicaid, Medicare, etc. * Social Security elections * retirement planning elections * gifting for Medicaid benefits planning or tax planning * account changes * options for housing changes * tax planning authority Be careful though, some of these powers can create …
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