Durable Power of Attorney

A Durable Power of Attorney document allows a person you designate to take over management of your financial affairs should you become incapacitated. Unfortunately, because of rising cases of Fraud and Elder Abuse, banks and other financial institutions are starting to reject perfectly valid Durable Power of Attorney documents because they fear being named as a party to a lawsuit.

Unfortunately, because of rising cases of Fraud and Elder Abuse, banks and other financial institutions are starting to reject perfectly valid Durable Power of Attorney documents…

Many Estate Planning experts believe the reason financial institutions are rejecting good documents is because their representatives are trained to look for modern documents with recent execution dates. This is why the Wall Street Journal recommends updating a Durable Power of Attorney every 6 months. We, and other estate planning experts, believe that renewing your Durable Power of Attorney every 2 years is acceptable.

Upcoming Zoom Seminars Concerning Changes to Tax Laws.

We understand that face-to-face meetings is not ideal at this time. We want to make sure that you stay informed about several changes to the tax and estate laws.

We will have a series of virtual seminars held by Samuel B. Ledwitz over the next few months to keep you are aware how you can reduce your Tax Liability before changes take place in the tax code.

Please contact us at Info@ledwitzlaw.com if you are interesting in attending seminars and workshops that will help you best prepare.

COVID-19 Information

We are open for both In-Person and Virtual Meetings.

Our office and staff are well equipped  and follow all proper safety measures to have a safe in-person meeting.

We also have Zoom capabilities as well as other popular programs to have a comprehensive virtual meeting with you.

 

Need help planning for the future?

 

Call us for a free consultation at 310-316-2400,

or click the button below to email us.