Interestingly, being a fiduciary though is not a job description as much as it is descriptive of the kind of job that you do.| Marotta On Money
In most cases, Schwab's rules around durable powers of attorney help to protect the principal. However, the same rules can also impede the principal's agent.| Marotta On Money
A reader asks, "As her descendant and agent following the rules as written, it is my understanding that I could gift myself $14,000 each year. But can I really?"| Marotta On Money
Instead of having to nag your spouse to sign paperwork or login online to accomplish these tasks, you can manage all of your family's finances by setting up a power of attorney.| Marotta On Money
This style of Power of Attorney certainly gets the job done, but there are a few ways that the cookie-cutter POA most frequently fails to meet people's wishes.| Marotta On Money
Estate planning is a task which is never useful until it is too late to do it.| Marotta On Money
