If you are considering a Financial Power of Attorney in Del Rey Oaks, this page outlines what a financial agent can do, how the document works under California law, and why planning ahead matters for you and your family. A Financial Power of Attorney appoints a trusted person to handle financial matters if you cannot do so yourself, and it can be tailored to your needs. We provide clear information about options such as durable or limited authority, how the document interacts with trusts and wills, and practical steps to choose the right agent and draft terms that protect your assets and intentions.
This guide is written for residents of Del Rey Oaks and nearby Monterey County who want to understand how a Financial Power of Attorney fits into a broader estate plan with instruments like revocable living trusts, pour-over wills, and health care directives. You will learn common scenarios where a financial agent is needed, typical powers granted, and how to minimize disputes later on. The information here is focused on practical decisions, state-specific considerations under California law, and helpful steps to prepare documents that align with your wishes while keeping family relations in mind throughout the planning process.
A Financial Power of Attorney provides continuity for managing bills, tax filings, investments, and benefits when you are temporarily unavailable or permanently unable to act. It can prevent delays in paying expenses, safeguard retirement accounts and property, and allow a trusted person to step in without court oversight. Properly drafted, it reduces the risk of family conflict and helps preserve the value of your estate by ensuring bills are paid and accounts handled promptly. The document can be tailored with limitations and effective dates to match your comfort level, balancing authority with protections to reflect your preferences and priorities.
At the Law Offices of Robert P. Bergman in San Jose and serving Del Rey Oaks, we focus on clear estate planning guidance that fits each client’s circumstances. Our team helps clients evaluate who to name as an agent, what powers to grant, and how documents should coordinate with trusts, wills, and healthcare directives. We emphasize straightforward communication, careful drafting, and practical solutions that help families avoid unnecessary disputes. When preparing a Financial Power of Attorney, we focus on protecting assets, preserving family harmony, and ensuring the document reflects your intent while complying with California requirements and local practices.
A Financial Power of Attorney is a legal document that authorizes a designated agent to manage financial affairs when the principal cannot do so. Depending on how it is drafted, the authority granted can be broad or narrow and may begin immediately or only upon a triggering event such as incapacity. In California, principals can specify powers over bank accounts, real estate transactions, tax matters, and more, and can include safeguards like co-agents or successor agents. Understanding these options helps you choose the right scope of authority and ensures the document functions as intended alongside other estate planning tools.
It is important to recognize that a Power of Attorney does not replace a trust or a will, but it complements them by addressing day-to-day financial administration. While a revocable living trust controls assets held in the trust, a Power of Attorney covers accounts and property not transferred into a trust and helps manage immediate financial needs. Choosing an appropriate agent and clearly defining their powers reduces ambiguity. You should also consider how the document will be recognized by banks, retirement plan administrators, and other institutions to ensure smooth handling of accounts and minimize the risk of delays when access is needed.
A Financial Power of Attorney grants specified powers to an agent to act on the principal’s financial behalf. These powers often include managing bank and investment accounts, paying bills, filing taxes, handling benefits and retirement distributions, buying or selling property, and managing business interests. California law allows principals to limit or expand those powers, include effective dates, and name successor agents. Documents can include express authority for complex tasks, such as managing retirement plan distributions or transferring assets to a trust. Clear language is essential so third parties accept the document and the agent can act without undue obstacles.
Drafting a Financial Power of Attorney typically involves identifying the principal and the agent, specifying the powers granted, setting effective and termination conditions, and providing for successor agents. The document must comply with California signing, witnessing, and notarization requirements. Other important steps include reviewing existing account ownership and titling, deciding whether powers are immediate or springing, and coordinating language with trust and will provisions. After signing, distribute copies to the agent, successor agents, and key financial institutions, and review the document periodically to confirm it still reflects your wishes and circumstances.
Understanding common terms helps when making decisions about a Power of Attorney. Terms such as durable, springing, agent, principal, successor agent, and limited authority are frequently used and have specific meanings that affect how authority is exercised. Learning these definitions enables you to tailor the document to your needs and communicate expectations clearly with the person you name. This section provides plain-language definitions and examples so you can compare options, anticipate how institutions may respond, and draft provisions that reduce the likelihood of confusion or disputes during administration.
A durable Power of Attorney remains in effect even if the principal becomes incapacitated, meaning the agent’s authority to act continues when the principal can no longer manage finances. Choosing a durable form can prevent the need for a court-appointed conservatorship and allow an appointed agent to manage bills, investments, and other financial matters without interruption. In California, durability must be clearly stated in the document. It is important to name agents who will act responsibly and to consider successor agents in case the initial agent is unable or unwilling to serve, ensuring continuity of management when it is most needed.
A springing Power of Attorney becomes effective only upon the occurrence of a specified event, commonly the principal’s incapacity, with the condition often requiring a determination by a medical provider or two physicians. This approach gives principals control over when the agent’s authority begins, but it can create delays if institutions question whether the triggering event has occurred. Because of potential administrative hurdles, many people prefer an immediate durable document with carefully drafted limits. If choosing a springing provision, include clear activation criteria and instructions for proving the triggering event to third parties.
An agent is the person you appoint to act on your financial behalf; a successor agent steps in if the original agent cannot serve. Selecting an agent requires consideration of trustworthiness, availability, financial judgment, and willingness to carry out your instructions. You may name multiple agents to act jointly or separately, and you can specify limitations or require co-agents for certain actions. Naming a successor agent provides an additional safety net. Communicating your expectations and providing access to important documents keeps the transition smoother should the original agent be unable to serve when called upon.
Limited authority grants the agent permission to handle specific tasks, such as paying bills, managing a particular property, or accessing a single account, while general authority authorizes broader management of financial affairs. Choosing the appropriate scope depends on your comfort level and the complexity of your finances. Limited powers can minimize potential for misuse but may require more frequent amendments as circumstances change. Clearly defining the scope of authority, providing written guidelines, and documenting any restrictions helps third parties understand the agent’s role and ensures actions align with the principal’s intentions.
A Power of Attorney is a private, user-directed document that appoints someone to act while you are alive; a revocable living trust manages assets transferred into the trust and often avoids probate after death; a conservatorship is a court-controlled arrangement when no agent has been appointed and someone seeks authority to manage another’s affairs. Each option has trade-offs in terms of control, cost, and oversight. A Power of Attorney is typically less expensive and more flexible than a conservatorship, and it works well alongside trusts for assets not held in the trust. Choosing among these options depends on your goals for control, privacy, and continuity.
A limited Power of Attorney is often a good fit for short-term or narrow situations such as authorizing someone to close a real estate sale, sign documents while you are traveling, or handle a particular financial transaction. When your needs are focused and time-bound, a limited approach reduces the scope of authority while providing the necessary access. Careful drafting ensures the agent’s authority is clearly defined, includes start and end dates, and explains any required documentation. This approach helps prevent misunderstandings and ensures the agent’s actions are confined to what you intended for the specified transaction.
If you prefer to restrict authority to particular accounts or actions, a limited Power of Attorney can allow access to specific bank accounts, investment accounts, or bills without granting broader financial control. This option is useful when you want to preserve independence for most matters but provide trusted access for particular needs. Drafting should identify accounts by name or number when possible and include precise instructions on permitted transactions. Reviewing account titling and beneficiary designations at the same time ensures the document complements other estate planning steps and minimizes inadvertent gaps in account management.
When finances include multiple properties, retirement accounts, business interests, and complex investments, a comprehensive plan that coordinates a Power of Attorney with trusts, wills, and beneficiary designations can provide smoother administration and avoid fragmentation. A single, coordinated strategy helps ensure that day-to-day management, long-term disposition, and medical decision frameworks align. This reduces the chance of conflicts between documents, avoids unnecessary delays, and protects the value of assets through consistent instructions that apply whether management is needed temporarily or long-term due to incapacity.
When family relationships involve potential disagreements or when blended families and multiple beneficiaries are present, coordinating estate planning documents can reduce the likelihood of disputes and protect your intentions. A comprehensive plan clarifies roles, documents instructions, and anticipates common areas of conflict, including access to accounts and decision-making authority. Open communication about your decisions and careful drafting can prevent costly court interventions later. Setting out clear successor provisions and documenting the rationale for certain choices helps the appointed agent and family members understand and accept the plan during stressful circumstances.
Coordinating a Power of Attorney with a trust, will, and health care directive offers continuity across different stages of life and transitions in capacity. It helps ensure that someone can manage immediate financial needs, that assets in trusts are handled consistently, and that healthcare decisions are supported by appropriate documentation. This approach helps avoid delays in paying bills, managing investments, and preserving property, while providing clarity to family members and financial institutions. The combined strategy protects your intentions and simplifies administration for those who must act on your behalf.
A comprehensive plan also minimizes the risk of a court-managed conservatorship by providing for decision-making in advance and naming successors. It helps identify tax planning opportunities, coordinates beneficiary designations, and ensures that retirement accounts and insurance are handled according to your wishes. Reviewing all documents together makes it easier to keep them current with changes in family dynamics, finances, or the law. Regular updates and professional review help maintain alignment between your objectives and the legal instruments you rely on to carry them out.
One major advantage of a coordinated estate plan is continuity of management without court involvement. When proper documents are in place, appointed agents can act promptly to handle financial matters and healthcare proxies can make decisions without waiting for formal guardianship or conservatorship proceedings. This reduces stress and expense for families during difficult times. Ensuring documents are properly executed, distributed to relevant institutions, and periodically reviewed helps maintain readiness so designated agents can act confidently and institutions will accept their authority when needed.
Clear, coordinated documents reduce ambiguity about your wishes and the roles of those you appoint. When financial powers, trusts, and health directives are aligned, family members are more likely to understand and respect the plan. Writing down expectations, naming successors, and communicating about choices ahead of time can ease tensions and lower the likelihood of contentious disputes. This clarity supports smoother administration and preserves family relationships by reducing uncertainty during emotionally charged situations.
Select an agent who understands your financial values, is available when needed, and is willing to keep detailed records of transactions and communications. Naming a successor agent provides backup if the primary agent becomes unable to serve. Discuss your preferences, provide a list of accounts and important documents, and consider drafting instructions that describe limits and reporting expectations. Periodic conversations with the person you name help prevent surprises and ensure they are prepared to step in. Clear documentation and proactive communication make transitions smoother and maintain confidence among family members and institutions.
Store original documents in a secure but accessible location and provide copies to the person you name as agent and to successors. Let financial institutions and advisors know who will act on your behalf and supply them with necessary documentation to avoid delays. Review your Power of Attorney periodically, especially after major life events such as marriage, divorce, relocation, significant asset changes, or the death of a named agent. Updates ensure the document continues to reflect current relationships, account structures, and your evolving preferences for financial decision-making.
Life events such as aging, illness, travel, or complex financial holdings make it wise to have a Financial Power of Attorney in place. Without one, family members may face delays and costs associated with seeking a conservatorship through the court. A valid document allows a trusted person to handle urgent financial matters like paying mortgage or utility bills, managing investments, and protecting property. Establishing clear authority in advance reduces stress for loved ones and preserves the value of your estate by ensuring timely financial attention when you cannot manage affairs personally.
A Power of Attorney also supports long-term planning by allowing management of retirement accounts, insurance proceeds, and other assets that are not held in a trust. Coordinating the document with beneficiary designations and a trust makes it easier for agents to act without interruption and helps prevent administrative confusion. For parents, caregivers, professionals, and business owners, appointing someone you trust to handle finances prevents gaps in decision-making. Taking proactive steps now helps maintain continuity and protects your financial interests in changing circumstances.
People often need a Financial Power of Attorney after an illness, surgery, or injury that temporarily or permanently limits decision-making capacity, but there are many other common circumstances. Frequent travel, military deployment, or extended caregiving responsibilities can make it helpful to have a trusted agent able to manage routine finances. Business owners and property managers may also appoint agents to handle transactions or sign documents in their absence. Naming an agent before an unexpected event provides peace of mind and a practical means to keep financial affairs in order.
As individuals age, the likelihood of facing health challenges that affect decision-making increases. Early planning with a Financial Power of Attorney ensures that someone trusted can handle bills, oversee investments, and make financial arrangements without court involvement. This planning helps maintain independence as long as possible by arranging for management behind the scenes without disrupting day-to-day life. Preparing documents in advance and discussing them with family and the appointed agent reduces confusion and prepares everyone for a smoother transition if the need arises.
If you anticipate periods away from home for work, extended travel, or relocation, appointing a temporary agent to manage specific financial tasks can be very helpful. A limited Power of Attorney tailored to a particular timeframe or transaction allows someone to act on your behalf for practical matters like signing documents, handling bank transactions, or closing a real estate sale. Clearly defining the duration and permitted actions prevents overreach and ensures the agent’s authority is limited to what you intend while you are unavailable.
Owners of businesses, landlords, and individuals with diverse investment portfolios often need someone authorized to act quickly on financial matters. A Financial Power of Attorney enables a reliable agent to handle business transactions, manage rental properties, and execute investment decisions when the principal is unavailable or incapable. Integrating a Power of Attorney with operating agreements and trust documents provides a consistent plan for management and succession. This planning minimizes operational disruptions and protects the value of ongoing enterprises during periods where the owner cannot participate directly.
The Law Offices of Robert P. Bergman serves Del Rey Oaks and Monterey County with estate planning services tailored to local laws and client needs. We help residents prepare Financial Powers of Attorney, coordinate those documents with trusts and wills, and provide practical steps to implement plans. Our approach emphasizes clear drafting, compliance with California requirements, and communication with the people you appoint and the institutions that will rely on the document. Whether you need a simple limited form or a comprehensive plan covering multiple assets, we offer guidance to keep your affairs organized and accessible when needed.
Clients appreciate a focused approach that explains options for authority, timing, and coordination with trusts, wills, and health care directives. We help identify who to appoint, draft clear instructions, and choose appropriate successor provisions to minimize administrative friction. Emphasis is placed on creating documents that institutions will accept and agents can follow, reducing the risk of delays in accessing accounts or paying critical expenses. Practical drafting and thoughtful planning help ensure your chosen agent can manage finances confidently and in line with your wishes when the need arises.
We also help clients understand how a Power of Attorney interacts with account titling and beneficiary designations so that your overall plan functions as intended. Reviewing account ownership and making necessary transfers or designations at the same time reduces the likelihood of conflicting instructions or unintended gaps in coverage. Communicating the plan to family members and your appointed agent helps set expectations and provides a smoother transition should management become necessary. Regular reviews keep the documents up to date with life changes and shifting financial circumstances.
Finally, we focus on practical implementation: helping you sign and notarize documents correctly, providing copies to institutions, and advising on how to present the document to banks, brokerages, and retirement plan administrators. Clear, enforceable documents reduce unnecessary questions and delays, and recommended practices for storage and distribution ensure the person you appoint can act promptly. Our goal is to help you create a plan that protects your financial interests, preserves family relationships, and provides reliable management when it becomes necessary.
Our process begins with a conversation about your goals, family dynamics, and financial structure. We review assets, account titling, and existing estate planning documents to identify gaps or conflicts. Next we draft a Power of Attorney that reflects your preferences for scope, durability, and activation, and suggest successor provisions and coordination with trusts or wills. After execution with required notarization, we provide copies for your agent and institutions and discuss steps to keep documents current. Ongoing review and updates ensure your plan adapts to changes in life circumstances and law.
The first step involves collecting information about your assets, family structure, and any existing estate planning documents. We discuss who you trust to manage financial affairs and outline the powers and limitations appropriate for your situation. This assessment identifies potential timing issues, such as transactions that require immediate attention, and determines whether a limited, durable, or springing form best meets your needs. Clear communication at this stage sets the foundation for a document that functions smoothly with banks, brokers, and other institutions.
We work with you to list bank accounts, investment accounts, retirement plans, insurance policies, and real estate holdings, as well as any business interests. Understanding the structure and ownership of these assets helps determine what the Power of Attorney should address and whether any retitling or beneficiary updates are necessary. We also discuss who currently has access and which institutions may require additional documentation. This inventory process reduces surprises and informs practical drafting decisions to align authority with the assets that most need management.
Selecting the right agent involves considering reliability, proximity, and financial judgment. We discuss naming a successor agent and whether co-agents should act jointly or independently. The process includes exploring how the agent will provide accountability, such as record-keeping and periodic reporting, and whether specific limitations or instructions should be included. Planning for succession and clear instructions prevents gaps in authority and reduces the chance of contested actions by clarifying your intentions in advance.
After gathering necessary details, we draft a Financial Power of Attorney tailored to your preferences, including scope, effective date, and successor provisions. We provide plain-language explanations of each clause and recommend wording that financial institutions in California commonly accept. If coordination with a trust or will is needed, we ensure consistency across documents. We also discuss notarization and witnessing requirements and prepare execution instructions so the document will be enforceable and usable by the person you designate when the time comes.
Drafting includes tailoring the specific powers you grant, adding safeguards like requiring co-agent approval for significant transactions, and setting clear instructions for handling retirement assets or transferring assets to a trust. We can include reporting requirements, spending limits, or other mechanisms to align agent authority with your expectations. These protections help maintain control over important matters while ensuring the agent has the necessary authority to act effectively on your behalf in varying circumstances.
We provide detailed instructions for proper execution, including notarization, signing, and witness requirements, and recommend steps for distributing copies to financial institutions and the appointed agents. Clear guidance on how to present the document to banks and brokerages minimizes the risk of refusal or delay. We also advise on safe storage and digital access protocols so that the agent can locate and use the document when necessary without undue difficulty or risk of loss.
Once the document is executed, we assist with implementing the plan by advising which institutions to notify, reviewing account titles if appropriate, and helping agents understand their responsibilities. We recommend periodic reviews and updates after major life changes, financial events, or moving to another state. Ongoing attention keeps the document in sync with current wishes, relationships, and asset structures so that it remains effective and aligned with your overall estate plan when the need arises.
After execution, notifying banks, investment firms, and retirement plan administrators helps ensure they recognize the document when an agent needs to act. Providing them with a certified copy and confirming any acceptance procedures prevents future delays. We also recommend meeting with the appointed agent to review responsibilities, access procedures, and record-keeping practices. Clear communication before a need arises reduces confusion and enables smoother action under stressful circumstances when timely financial management is essential.
Regularly revisit your Financial Power of Attorney to confirm it reflects your current wishes, especially after marriage, divorce, births, deaths, or substantial changes in assets. Amendments or revocations may be appropriate as relationships or financial circumstances evolve. Periodic review also keeps the document up to date with legal or institutional changes. Updating documents proactively reduces the risk that an outdated Power of Attorney will be questioned or rejected by institutions at a time when clear authority is most important.
A Financial Power of Attorney can grant a wide variety of powers tailored to your needs. Common authorities include managing bank accounts, paying bills, filing taxes, overseeing investments, handling real estate transactions, and managing business interests or retirement distributions. Documents can specify broad general authority or narrow, task-specific powers. They can also include special instructions such as requiring the agent to obtain consent from another person for certain transactions, limiting transfers to particular accounts, or setting spending limits. Clear drafting ensures institutions understand the agent’s role and scope. When deciding which powers to grant, consider the complexity of your finances and how much autonomy you want to allow. If you have specialized accounts or business interests, specify any necessary limits or reporting requirements. Naming a successor agent and deciding whether co-agents should act together or independently helps provide continuity. Coordinating the Power of Attorney with your overall estate plan prevents overlap and conflicting instructions so your agent can act smoothly on your behalf.
Choosing an agent involves balancing trustworthiness, availability, and financial judgment. Look for someone who is responsible, can keep organized records, and will follow your instructions. Distance and ability to travel to handle local matters are practical factors, and it is wise to name a successor agent in case the primary agent cannot serve. Discuss expectations, responsibilities, and potential compensation with the person you plan to appoint so they understand their role ahead of time. It is also beneficial to consider whether an individual, such as a family member, or a trusted professional should act as agent, or whether co-agents are appropriate. Clear communication reduces misunderstandings and provides reassurance to family members. Providing written guidance and periodically reviewing the arrangement can prevent disputes and ensure continuity when the agent must act on your behalf.
A durable Power of Attorney remains effective if the principal becomes incapacitated, but when it takes effect depends on the language used. An immediate durable form grants authority right away and continues through incapacity, allowing an agent to act without demonstrating a triggering event. A springing durable Power of Attorney becomes effective only upon a specified event, typically the principal’s incapacity, and often requires certification by a physician or two medical professionals to activate. Because activation requirements for a springing Power of Attorney can create delays or disputes with institutions, many people prefer an immediate durable document with clear limits. If opting for a springing form, include precise triggering conditions and instructions for proving incapacity to avoid confusion during an already stressful time. Discuss the pros and cons of each approach when planning to ensure the document meets your needs.
Yes, you can limit an agent’s powers by specifying certain restrictions, time frames, or account-specific permissions. A limited Power of Attorney might authorize someone to handle a particular transaction or a single account while leaving other matters unchanged. You can also include instructions that require agent reporting or co-agent approval for significant transactions to add oversight. Carefully drafted limitations help maintain control over sensitive assets while giving an agent the authority necessary for specific tasks. Limitations should be described in clear, precise language to ensure institutions and successors understand the scope of authority. Overly vague restrictions can create uncertainty and lead to refusals from banks or other institutions. Working through potential scenarios during drafting helps anticipate needs and ensures the restricted authority functions as you intend without causing administrative problems when the agent attempts to act.
A Power of Attorney and a revocable living trust serve different purposes but often work together. Assets titled in a revocable living trust are managed pursuant to trust terms, while a Power of Attorney covers assets that have not been transferred into the trust and day-to-day financial administration. A Power of Attorney can also include authority to transfer assets into a trust, helping fund it when needed. Coordinating documents ensures that the person handling finances can manage both trust and non-trust assets when necessary. When planning, review which accounts are already held in the trust and which remain in your name. Ensuring consistency between beneficiary designations, account titling, and the Power of Attorney language reduces the chance of gaps in management. If you intend for your agent to fund the trust, include express authority and clear instructions so the funding process proceeds smoothly when action is required.
If an agent misuses their authority, California provides remedies including court actions to remove the agent, seek restitution, or pursue other civil remedies. Conservatorship proceedings or criminal prosecution are options in severe cases of theft or fraud. Choosing a trustworthy agent, including successor agents, and adding oversight measures such as periodic reporting requirements can reduce the risk of misuse. Keep detailed records and maintain communication with financial institutions to detect irregularities early. If you suspect misuse, gather documentation of transactions, contact relevant institutions to freeze accounts if appropriate, and consult legal counsel promptly to protect assets. Proactive measures—like distributing copies of the Power of Attorney to institutions, specifying limits, and instructing agents on record-keeping—often prevent problems before they arise and provide a stronger position if legal action becomes necessary.
Banks and financial institutions commonly accept properly executed Powers of Attorney, but acceptance can vary based on the institution’s policies and the document’s clarity. To reduce refusal, ensure the document meets California execution and notarization standards and include specific language that financial institutions recognize. Providing a certified copy and, when necessary, a certification of trust or supporting documents for related trust transactions helps facilitate acceptance. Contacting institutions in advance to confirm their requirements can prevent delays when the agent needs to act. If an institution refuses to accept the Power of Attorney, request a written explanation and consider presenting additional documentation, such as a notarized signature page or a certification of trust when trust funding is involved. If refusals continue, legal counsel can assist in communicating with the institution or seeking a court order to compel acceptance in urgent situations. Proactive preparation and clear formatting of the document usually avoid these complications.
Yes. Notarization helps confirm the authenticity of signatures and is often required or recommended by financial institutions to accept the document. In California, notarization and witnessing may be necessary for the Power of Attorney to be valid and fully recognized by banks and other third parties. Having the document notarized reduces questions about the identity of the signer and the validity of the signature, making it easier for an agent to present the paperwork when needed. In addition to notarization, consider providing a certified copy or keeping the document in a secure, accessible place known to the agent. Some institutions may have specific formatting or content requirements, so checking with key banks or brokers in advance and following recommended execution steps ensures the document will be honored without unnecessary delays when authority needs to be exercised.
Review your Power of Attorney periodically and after major life events such as marriage, divorce, the death of a named agent, relocation, or significant financial changes. Regular review ensures the document continues to reflect your wishes, account structures are current, and successor agents remain appropriate. Legal and institutional requirements can also change over time, so periodic professional review helps maintain enforceability and effectiveness. If circumstances change, amending or revoking the Power of Attorney and replacing it with an updated version prevents confusion. Maintain records of original and updated documents, distribute current copies to the appointed agents and relevant institutions, and securely destroy obsolete versions to reduce the risk of conflicting documents creating disputes when an agent must act.
You can revoke a Power of Attorney at any time as long as you have capacity to make that decision. Revocation should be in writing, signed, and distributed to the agent and any institutions that hold the prior document to prevent future use. Notifying banks, brokers, and other entities of the revocation and providing them with a copy of the revocation notice helps ensure the agent’s authority is no longer recognized by those institutions. When a revocation occurs, follow up to confirm institutions have recorded the change and that successor documents, if any, are in place to manage financial affairs. If the revocation is related to a replacement Power of Attorney, ensure the new document is executed properly, distributed to relevant parties, and coordinated with your overall estate plan so there are no gaps in authority.
Criminal Defense
Homicide Defense
Manslaughter
Assault and Battery
Assault with a Deadly Weapon
Battery Causing Great Bodily Injury
Domestic Violence
Domestic Violence Protection Orders
Domestic Violence Restraining Order
Arson Defense
Weapons Charges
Illegal Firearm Possessions
Civil Harassment
Civil Harassment Restraining Orders
School Violence Restraining Orders
Violent Crimes Defense
Estate Planning Practice Areas