RJ Newsletter 2022 June

In addition to the usual documents everyone should already have in place your Will, Living Will (aka Advance Directive), Durable Health Care POA, and maybe a Living Trust, it’s important to consider putting in place a Financial Power of Attorney (POA), and I highly recommend all accounts have a Trusted Contact on file at Raymond James. Financial Power of Attorney (POA)

Volume XXXIX, Issue 6 • June 17, 2022