by Laurie Ohall | Nov 30, 2021 | Estate Planning
A power of attorney (POA) grants an adult the authority to make decisions on someone else’s behalf. This may include decisions regarding financial and legal matters. The responsibilities of the agent, the person appointed as POA, toward the principal, the person who...
by Laurie Ohall | May 31, 2021 | Estate Planning, Power of Attorney for Estate Planning
Any Tampa estate planning lawyer will tell you that every adult should have a durable power of attorney for their finances. They are useful for handling financial transactions and paying bills, as well as making real estate transfers and business dealings. However, a...
by Laurie Ohall | Nov 27, 2020 | Estate Planning, Power of Attorney for Estate Planning
Lending institutions and brokerage firms continue to tighten up their policies regarding the types of power of attorney documents that they will or will not take. We frequently receive calls from people who are standing at the bank trying to complete a transaction...
by Laurie Ohall | Aug 16, 2020 | Estate Planning, Power of Attorney for Estate Planning
A power of attorney, or POA, is a document that allows you to authorize another person to make decisions on your behalf. In this case, you are called the principal, the one granting authority. The person whom you grant authority to is called the agent or...
by Laurie Ohall | Jul 25, 2020 | Estate Planning, Power of Attorney for Estate Planning
Florida appears to be experiencing an early “second wave” or, at the very least, an uptick in coronavirus cases. We’ve been hearing from countless Tampa-area residents who have questions about their estate plans, and specifically whether any older documents they...
