The One Form We All Need

The One Form We All Need

A durable power of attorney is your written authorization for someone to act for you in many financial and legal matters. This document will serve you best if it provides a broad range of authority, so be very careful in choosing your representative. And always consult an estate planning attorney on the proper creation and use of this powerful and trusted position.

Request our free guide on what you need to ensure a complete and up-to-date estate plan.

You may authorize your power of attorney to:
• Pay for your support and care.
• Borrow money.
• Complete bank transactions.
• Manage property.
• Handle legal claims.
• Gain entry to safe-deposit boxes.
• Prepare and file tax returns.
• Deal with insurance and retirement benefits.
• Exercise stockholder rights.
• Contract for services.
• Make gifts to family and charitable organizations.
• Collect Social Security and other benefits.
• Exercise rights of the creator or beneficiary of a trust.

For more estate and gift planning information, contact Vicki Murphy at (805) 445-7804 or .(JavaScript must be enabled to view this email address).

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.