You can get just about anything online these days, even legal documents! But the devil is in the details, so it’s time to dust off those old documents and make sure you haven’t made any of these 10 common mistakes when naming Powers of Attorney. Tune in to find out what happens if you have the wrong box checked or the wrong terminology, and some great tips to make sure you’re all up to date!
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Jonathan Baker is a Registered Representative and Investment Advisor Representative through Woodbury Financial Services, Inc. Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Insurance services are offered through Jon Baker Financial Group, Inc. Woodbury Financial and Jon Baker Financial Group, Inc. are not affiliated entities. *Neither Woodbury Financial Services, INC., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.
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