Pennsylvania Medicaid and Elder Law Attorney

Power of Attorney

As a Financial Power of Attorney, What Should I Ask My Lawyer?

By Robert C. Gerhard, III

What questions should you ask your lawyer when preparing a financial POA document? Here are ten questions to get the conversation started:  Should I name agents to serve as POA …

Power of Attorney vs. Guardianship in Pennsylvania

By Robert C. Gerhard, III

Here are some points of comparison between a Power of Attorney and a guardianship in Pennsylvania.  A Power of Attorney (POA) is a relatively inexpensive document that is part of …

Should you Name Two People to Serve as Power of Attorney?

By Robert C. Gerhard, III

There are several protections your lawyer can include when drafting your power of attorney. These protections can limit your agent’s authority and hold that agent accountable. First, be sure to …

Can a Power of Attorney Transfer Money to Themselves?

By Robert C. Gerhard, III

The person you name as power of attorney is generally prohibited from self-gifting unless you specifically authorize the person to make gifts to themselves in the POA document. This question …

Becoming A Financial Power of Attorney: Why Should I Hire A Lawyer?

By Robert C. Gerhard, III

A Pennsylvania resident needs to be certain their POA complies with Pennsylvania law, or it won’t be valid. Some online forms do not comply with current Pennsylvania law.  The power …

Limited Power of Attorney: What Can I Do For Free?

By Robert C. Gerhard, III

There is a limited POA that you can do for free. Many banks and financial institutions have forms that grant “limited power of attorney” to the person of your choosing. …

How to Get Financial Power of Attorney in Pennsylvania

By Robert C. Gerhard, III

Here are several key points about how to get a financial power of attorney (POA) in Pennsylvania: The Client Should Be the One to Call the Office. Ideally the person …

Do You Remember Who is Named In Your Power of Attorney Documents?

By Robert C. Gerhard, III

Over time, many people tend to forget who is named to serve in their power of attorney documents. If years have gone by since you prepared your POAs, take a quick look. You might find that you need to make an update if your primary agent has died, moved away, or is no longer able or willing to take on the responsibility. 

Should I have a Springing Power of Attorney?

By Robert C. Gerhard, III

A springing power of attorney is one that only becomes effective upon the occurrence of an event. Often this triggering event is your mental incapacity caused by a medical setback …