You’ve taken the important step of having your Financial Power of Attorney prepared by an estate planning or elder law lawyer. Now, where do you keep it?
Although Ohio law says that a copy of a financial power of attorney is to be treated the same as an original, it is not uncommon for financial institutions to require the agent to present an original at least once before it will accept the document. For that reason, ensuring that your original Financial Power of Attorney can be located is important.
If you have full confidence in the agent you are appointing in your Financial Power of Attorney… Read the rest