Tag Archive | dpoa

Wells Fargo is More Focused on THEIR Process than Serving ME

Wells Fargo is More Focused on THEIR Process than Serving ME

Banks make it difficult to step in, and step out as Power of Attorney.

Why a Trust Was Beneficial to This Caregiver

Why a Trust Was Beneficial to This Caregiver

Why a Durable Power of Attorney, Healthcare Directives, and a Trust where the 3 most important documents to this caregiver.

23% of Adults Between 45-64 are Caregivers?

23% of Adults Between 45-64 are Caregivers?

Nearly a quarter of adults between 45 and 64 are caregivers. What should you do so that someone could help you when you need it?

Wells Fargo Continues to Refuse to Accept my Durable Power of Attorney

Wells Fargo Continues to Refuse to Accept my Durable Power of Attorney

Last Friday I posted Will Wells Fargo Accept Your Power of Attorney? Most people are shocked to hear that many banks will freely, but politely, decline to accept a durable power of attorney (DPOA). This is not the first financial services firm to say no. Three years ago Fidelity told me they would not accept […]

Will Wells Fargo Accept Your DPOA?

Will Wells Fargo Accept Your DPOA?

As I began to use the Durable Power of Attorney (DPOA) several years ago, I found out that many banks don’t like them. They would prefer you use the one they supply that doesn’t give you control over when it goes into effect or a way to dictate specific wishes. If and when you need […]

Making Good Decisions When Managing Someone Else’s Money

Making Good Decisions When Managing Someone Else’s Money

Many of us who are caregivers, are also managing finances and bill payments. I was the child who lived the closest to Mom and Dad when their health started to fail, and although my siblings wanted to help, they were separated by too many miles to realistically play an active role in paying our parents’ […]