Frequently Asked Questions (FAQs)

Powers of Attorney

What is a power of attorney for asset management?

A power of attorney is a written revocable document by which you appoint an attorney-in-fact to act for you. A power of attorney for asset management authorizes an attorney-in-fact to manage your financial affairs. While the attorney-in-fact has a general duty to keep you informed, he or she can typically exercise the powers in the power of attorney without your prior knowledge or approval. The authority of an attorney-in-fact will end on your death. By signing a power of attorney, you are sharing your power, not giving it up.

“The liberties of none are safe unless the liberties of all are protected.”

- William O. Douglas