Picture a loved one in the final hours of her life. Someone close to her—someone she trusted enough to name as her agent under a durable power of attorney—rushes to change the beneficiary on her annuity. The paperwork gets faxed. The power of attorney gets attached. On the surface it looks like a routine beneficiary […]
The post When a Power of…
The post When a Power of Attorney Agent Names Himself the Beneficiary: The Hidden Trap in Annuity Beneficiary Changes appeared first on Kreig LLC.