power of attorney
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Family Office Strategist – Elizabeth Sheehan, J.D. Estate planning is a complicated process filled with legal terms that can be overwhelming. Developing some familiarity with the various documents and roles typically involved in a straightforward…
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Hello everyone and welcome to this month’s Ask the CFP® segment. This month’s question is, “Why are POAs important and how do they work?” A power of attorney – or POA is a legally…