If you want to make sure that your or your family member’s assets can be protected from a potential future need for long-term nursing care, you or your loved one must sign a “Medicaid Planning Compliant” General Power of Attorney document (“MCPOA”). The MCPOA will serve to […]
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Clients frequently ask me questions about adding children or other individuals as joint owners on their bank or investment accounts. They initially consider adding a joint owner because they think it will make it easier for the individual to help them handle their finances. This is likely […]
Read more →As a part of our Pennsylvania (PA) Estate Planning Package we will prepare both a general financial power of attorney (FPOA) and a medical power of attorney (MPOA) for a client to sign. The two separate power of attorney documents are very important, but used for very […]
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