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Tag: financial professionals

Why you should have Powers of Attorney

Why you should have Powers of Attorney

As we live our day-to-day lives, we sometimes overlook the planning that we should be doing to help protect ourselves, our wishes, our assets and the people we care for. Though it may not be pleasant to think about, making plans now to ensure you are protected in the event of future incapacity is smart planning and can provide much needed peace of mind. Part of that planning includes creating Powers of Attorney (POA). This article discusses the different types…

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The essential checklist to take to the bank

The essential checklist to take to the bank

This story first appeared on alzlive.com, a web site devoted to the unpaid family caregivers of those living with dementia. Visiting a bank or other financial office can be challenging. Even in today’s electronic world some financial matters need to be handled in person at the financial institution. Keeping an individual with early or mid-stage Alzheimer’s participating in the management of their money for as long as possible is an important part of ensuring their voice is heard and their dignity…

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