What is Required of My POA and My Executor? - Rodgers & Associates

What is Required of My POA and My Executor?

This seminar will give you an overview of the respon­si­bil­ities of a Power of Attorney (POA) and an executor/executrix of an estate. We will focus on what powers should be included and defined in a POA document as well as what is involved in the estate admin­is­tration process. Other topics will include how the PA inher­i­tance tax is paid, how Taxpayer Identi­fi­cation Numbers (TINs) are estab­lished, what happens with digital accounts and estate record keeping. These are complex tasks and extremely important respon­si­bil­ities in the wealth transfer process. We are pleased to have attorney Marci Miller from Gibbel Kraybill & Hess here to present this infor­mative session.

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