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Wisconsin General Durable Power of Attorney for Property and Finances or Financial Effective Immediately Form

Wisconsin General Durable Power of Attorney for Property and Finances or Financial Effective Immediately Form

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hey there again I'm estate planning attorney Paul ramay and in this video I'll describe the problems that people in their fam space as they try to deal with banks and brokerage firms with their power of attorney documents and how you can minimize and eliminate these common problems so one of the biggest frustrations people have that relate to estate planning is when a bank or other financial institution refuses to accept a power of attorney document that was validly executed so let's take a look at this and discuss what you can do so that you and your family don't run into a dead end when dealing with estate issues no pun intended so the first issue that people routinely face is that they present a power of attorney to a bank a credit union or a brokerage firm and for some reason the financial institution refuses to honor it let's say for example that 7 years ago dad signed a power of attorney appointing his daughter to have power of attorney for

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