“Beyond Powers of Attorney – Holistic Planning for Future Incapacity”
Time & Location
About the Event
Presented by: William R. Blumer ESQ
Bill is a Certified Elder Law Attorney. He will talk to us about how to evaluate your current power of attorney documents to see if they say what they should, but often do not. Bill will discuss the importance of giving agents context for the decisions they will have to make, and the difference between empowering someone to act for you vs. giving your agent insight into what really matters to you. We will additionally learn the importance of laying the groundwork by notifying third parties of your legal documents and strategies for creating checks and balances to protect yourself and your finances.
THANK YOU to this month’s sponsor, The Heritage at Green Hills