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TAG: #transfer on death

What happens to a POA after death?

02.16.2023

Let’s talk about what happens to a power of attorney after death. Let’s say that you have a power of attorney for financial purposes for a loved one. They have since passed away and you try and present it to the bank or to another entity in order to use…

Estate Planning
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Immediate access to funds

10.24.2022

When we talk about estate planning, a common concern of my clients is whether their loved ones will have immediate access to funds to pay for the burial or funeral, if arrangements have not already been pre-paid. One of the easiest ways to achieve this is by nominating someone as…

Estate Planning
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