Someone names you as Agent under their Power of Attorney. That means their money is basically yours to manage however you think is best. TRUE or FALSE? And if you know the answer — tell me WHY in one sentence. Bonus points for explaining it without using lawyer words. 😄

If you got a phone call tonight saying one of your parents could no longer manage their own affairs… Would you know where to find: → Their Power of Attorney? → Health Care Proxy or advance directive? → Will or trust? → Insurance information? → Financial account information? → The name of their attorney? How would you score yourself? A — I know exactly where everything is B — I could find most of it C — I know approximately nothing 😬 D — We really need to have this conversation No judgment. This is exactly the kind of thing that is much easier to figure out BEFORE anyone needs it.