Be Discerning When Choosing a Power of Attorney Agent [Episode 134]
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Attorney-CPA Joe Cordell and co-host Jill Enders highlight why it is important to be cautious and discerning when choosing someone to represent your interests when signing a Power of Attorney document. With all of the scams and potentially negative behavior that seniors can be vulnerable to, it is necessary to entrust your health, finances, and decision-making abilities in the event of your inability to do so for yourself, in the hands of someone you know and trust.
They are joined by their celebrity reporter online editor Dan Pearce, as they discuss a pending case in Florida, in which a Power of Attorney document was misused to allegedly spend the funds of an ailing senior on the agent, themselves. They dive deeper into the situation and break down the unique role of a professional guardian and additional cases that this individual is involved in.
Joe and Jill talk about what can be learned from a situation like this and why it is vital to seek legal advice in situations like this, so that you and your assets can be protected.