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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Tag Archives for: "payable on death account"
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By Harry Margolis
In Durable Powers of Attorney
Posted April 30, 2025

What If Bank Won’t Honor Power of Attorney or Loses POD Designation?

Question: I had a client who was POA for her mom (not my client) and they did a POA with the bank using the bank’s POA document instead of a POA with the lawyer (trying to save money), and [...]

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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

Read Sample Chapters

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