May 31, 2023
In today's episode, Olivia discusses what to do if a valid power of attorney is rejected by a financial institution. While banks have legitimate concerns about fraud and elder abuse, this caution can create obstacles when using a power of attorney to access accounts. Olivia shares examples of banks requesting medical information or a doctor's note to validate incapacity, emphasizing the importance of understanding your rights and options with power of attorney. Tune in to learn more about navigating these challenges.
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