Best Estate Planning Attorneys in Roswell, GA

“No,” “Denied,” “We can’t accept that,” … These are all words our client families hear daily when presenting a General Durable Power of Attorney for Financial Matters (POA) at a financial institution. To protect an account holder’s assets, many banks will refuse to accept a power of attorney. They fear fraud and exploitation, so they will often create artificial barriers to accepting an account holder’s POA. This is often infuriating and confusing to the named agent who is likely already facing a stressful and overwhelming situation. They are also often in a hurry to get important financial matters addressed. A common tactic financial institutions use to turn away acting financial agents is to claim the POA is “stale,” “expired,” or “too old.” What can you do to protect yourself and overcome these barriers?