Home Finances How to Choose People to Represent You, Part 1

How to Choose People to Represent You, Part 1

Learn how to appoint people to represent you in situations where you’re unable to act for yourself – a who’s who of people who should be involved in your estate plan. Elder Law and special needs attorney Jim Koewler talks with Suzanne Newman about how to choose people to have power of attorney – specifically, the personality traits they should have.

Powers of Attorney (General and Health Care)

  • Agent: Probably spouse (unless spouse cracks under pressure of making decisions for others)
  • First successor agent: Person most likely to take in Principal (person signing the POA) if Principal needs long-term care
  • Second successor agent: Person second-most likely to take in Principal if Principal needs long-term care
  • Others: We suggest naming the same agents and successor agents in both the General and Health Care Powers of Attorney so that, should you ever need long-term care, the person providing care also has the ability to hire help and to pay for it.

You can listen to the podcast or watch on YouTube. Learn more at protectingseniors.com.