))
318. What Is a Power of Attorney and Why Does Everyone Need One?
Manage episode 524173058 series 3322284
If something unexpected happened tomorrow, who would make decisions for you? That’s the big question at the heart of this episode of the A Wiser Retirement® Podcast, where Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta demystify what is a power of attorney and explain why nearly everyone needs them.
Related Podcast Episodes:
Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning?
Ep 233: How Second Marriages and Blended Families Impact Estate Planning
Related Financial Education Videos:
Why 18 Year Olds Need a Power of Attorney and Medical Directive
Other Links:
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Chapters
1. Why Powers Of Attorney Matter (00:00:00)
2. Meet The Hosts And Guest (00:00:38)
3. What A Power Of Attorney Is (00:01:18)
4. Financial Vs Healthcare POA (00:03:44)
5. Durable, General, And Limited POA (00:05:20)
6. Immediate Vs Springing Authority (00:08:25)
7. State Forms, Banks, And Acceptance (00:12:42)
8. Dangerous Special Powers To Avoid (00:16:20)
9. Choosing Agents: Spouse, Kids, Co‑Agents (00:20:51)
10. Fiduciary Duty And Real Risks (00:26:16)
11. When You Don’t Have Children (00:30:02)
12. How To Set Up And Simplify (00:33:32)
319 episodes
Share
