Sep 15, 2022 Involvement in Financial Decisions
Is it time to involve your family in your account management? There are different levels of involvement that can be helpful in various situations. Below is a chart to show the progression of participation from signing an IDC that allows us to share specific information with a particular person to a Power of Attorney that gives your appointed person the ability to act as you.
Talk to your advisor if you’d like to add someone to your accounts.
PDF: Financial Decision Involvement
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