Our financial planners have their hands on our life savings and access to our personal and financial information. We confide in them about our goals, our dreams, and the future of our children. But, what do we really know about them when we give them access to our financial life? Often very little or nothing at all....
Every day, I work with adult children who discover, usually in crisis, they were appointed to act on behalf of a parent using a durable power of attorney. The vast majority of those appointed do not know what they are supposed to do or that there may be liability associated with the actions they take in when using the...
When an individual become incapacitated, others may need to assist by making financial and medical decisions on behalf of the individual. These decision makers can use a variety of tools to make decisions, depending on documents the incapacitated individual created. Below is a list of tools available under Florida law...