You can use a durable financial POA or a tax-specific POA to authorize someone to file your income tax return for you. You’ll need to fill out IRS Form 2848 to allow your agent to represent you ...

To do so, a person must complete the Authorization to Disclose Personal Health Information form. Once the person fills this form, they need to send it and their healthcare power of attorney back ...

A healthcare power of attorney can give the principal and proxy peace of mind. It ensures that doctors carry out a person’s medical and health wishes, even if they cannot communicate them.

The durable POA must specifically provide that “this power of attorney shall not be affected by the disability of the principal.” Durable POAs can be general or limited.

All adults, especially an older adult like yourself, should have at least five legal documents to protect yourself and your ...

My brother treats my parents like his employees, telling them what to do and how to do it. When my mom inherited money from ...

By taking the other route, and paying off your credit-card debt with $30,000 from your investments, you would forfeit around $6,700 over those three years, assuming a conservative 7% return or roughly ...

A durable power of attorney (DPOA) is one of the most important tools in a caregiver’s toolbox. A DPOA is a legal document that nominates a person (called an “agent”) to help you with your finances if ...