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Heritage Tree LogoWhat is a power of attorney, and why do I need one?

signing papers

Most of us don’t want to think about what will happen when we die or become too sick or injured to make decisions for ourselves. Studies show fewer than 50% of American adults have an estate plan in place.

But proper planning for unforeseen events is more than creating a will to distribute your assets. Having a power of attorney is an essential part of an estate plan to protect yourself and your family.

What are the various documents to consider?

A power of attorney is a legal document where you designate another person to act on your behalf and make financial, medical or other decisions if you are incapacitated. These include:

General power of attorney: This gives your agent the ability to make any decisions for legal and financial matters.
Limited power of attorney: This document will designate specific decisions your agent can make and the time period during which that power is granted.
Durable power of attorney: This form authorizes your agent to make decisions for you in the event you cannot physically or mentally perform those tasks yourself.
Medical power of attorney: This is a form of a durable power of attorney which allows your agent to make medical decisions if you become incapacitated. This is also known as a health care proxy.

What are the requirements in Pennsylvania?

A power of attorney must be signed and dated by you, known as the principal, and two adult witnesses and notarized. Getting a power of attorney in the Keystone State is not as easy as in other states since the legislature has not created standard forms for financial and medical powers of attorney.

If you become ill or injured and can’t make decisions for yourself and don’t have a power of attorney, a court will appoint a guardian, and it may not be the person you would have chosen. An experienced estate planning attorney here in Pennsylvania can help you with what can be a complicated process and find the best solution to protect you and your family, giving you peace of mind.

Estate Planning & Probate

Whether you’re looking to secure your family’s future, protect a loved one’s assets or provide a loved one with the financial assistance he or she needs to afford long-term care, we are committed to serving your needs. We consistently offer creative and effective solutions to your most complex and sensitive estate planning needs and help your wishes come to fruition through our probate service.

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Elder Law, Medicaid Planning & Asset Protection

Everybody’s life is full of both expected and unexpected challenges. With our experience with elder law issues, we can help you enjoy the later years and retain full control over decisions that directly impact you. The attorneys at Heritage Elder Law & Estate Planning view every challenge as an opportunity. We can help you or your loved one today.

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