Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
Ask the Expert: Can Banks Refuse to Accept a Power of Attorney? August 1, 2015 by Evan H Farr, CELA, CAP Q. My cousin's parents executed a Power of Attorney naming her and her sister as co-agents. My aunt is now deceased. My uncle, who has dementia, is owner of an investment portfolio with monthly dividends being automatically … [Read more...]