WHO TO TELL?

February 2024. Q: When I sign a power of attorney or will, who knows about it? A: Only you, your attorney, and anyone you tell. Your attorney can’t even disclose that he or she has met you, and certainly can’t disclose that you’ve signed a power of attorney or will,...

THE POWER OF ATTORNEY GURU. PART 1

February 2023. Comment: “I don’t need a power of attorney. My spouse and I own everything jointly.” It’s true, if you and your spouse own your bank account jointly, either one of you can sign a check or make a deposit, no questions asked. But that’s not all you might...

TO SPRING OR NOT TO SPRING

June 2022. “Your power of attorney is drafted to be effective as soon as you sign it. Your agent … your children acting on your behalf … don’t have to prove you’re incompetent before writing checks for you or directing your medical care.” The client raised her...

POWERLESS

By Tim Barkley. September 2021. “I don’t need a power of attorney. My spouse and I own everything jointly.” “My daughter is on all my accounts, so I don’t need a power of attorney.” “I’m not letting anybody take control over me! I’m not signing that paper!” “I don’t...

YOU HAVE THE POWER

You Have the Power. August 2020. By Timothy S. Barkley, Sr. The lady in the parking lot was excited: “Thank you! You don’t know how much you’ve helped us.” I was taken aback, but rose to the occasion: “Certainly!” I must have looked puzzled, because she laughed and...