01/22/2026
The start of a new year brings a fresh perspective — making it the perfect time to revisit your power of attorney (POA).
As a reminder, a POA is a legal document that allows someone you trust to make financial decisions on your behalf. Not only does it ensure that when you need a helping hand, someone else can actually assist, it also keeps the Court out. When a POA is not in place or not done correctly we often are stuck pursuing a guardianship case. These are expensive, cumbersome, and strip your rights away. With a POA, you choose who can step in and assist, when they can help, and you retain your autonomy. In some state, like Ohio, there is no legal requirement that a POA be honored. As such, it's critical to have thorough updated documents to comply with the requirements of your local institutions.
If your life changed in 2025, whether from marriage, divorce, new family members, or health shifts, you should think about revisiting who you want to handle important matters if you’re unable to.
For assistance starting or reviewing your POA document or other estate planning documents, give us a call. We’re here to help ensure your wishes are protected and your family’s future secured.