Now What? I’ve Been Appointed as Agent under a Power of Attorney. 4 Things to Consider.

Article 1: Fiduciary Instruction Series. So, you’ve been named as somebody’s agent under power of attorney. That person (the “Principal”) is beginning to need your help making financial and healthcare decisions. What are you next steps? 1. Make Sure the Power of Attorney is Valid and WorksYou first want to make sure the POA is valid. … Continue reading Now What? I’ve Been Appointed as Agent under a Power of Attorney. 4 Things to Consider.