Saddle Up and Simplify: Setting Up a Living Trust is Easier Than a Gold Rush!
It’s a common scenario that many individuals face - diligently setting their affairs in order, only to encounter challenges when the Power of Attorney Form is needed most, especially when dealing with financial institutions. Banks often raise issues such as the form being outdated, lacking durability or required language, not formally accepted by the Agent, or even insisting on their own proprietary Power of Attorney form.