Power of Attorney (POA)

A power of attorney is a legal document that authorizes a designated person (the agent or attorney-in-fact) to make financial, legal, or healthcare decisions on behalf of another person (the principal), either immediately or upon incapacity.

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Exam Tip

POA ends at death (use trust/will for after). Durable = immediate + survives incapacity. Springing = only upon incapacity.

What is a Power of Attorney?

A power of attorney (POA) is a legal document that grants someone you trust the authority to act on your behalf in specified matters. The person granting the authority is called the "principal," while the person receiving the authority is called the "agent" or "attorney-in-fact."

Types of Power of Attorney

TypeDescriptionWhen Active
General POABroad authority over financial mattersImmediately upon signing
Limited/Special POASpecific tasks only (e.g., sell a house)For specified purpose/time
Durable POARemains effective during incapacityImmediately, continues through incapacity
Springing POA"Springs" into effect upon incapacityOnly after triggering event
Healthcare POAAuthority over medical decisionsPer document terms

Durable vs. Springing Power of Attorney

FeatureDurable POASpringing POA
Effective DateImmediately upon signingUpon specified event (usually incapacity)
Delay RiskNone - agent can act immediatelyMay face delays proving incapacity
State AcceptanceRecognized in all statesSome states don't recognize

Important Limitations

  • POA ends at death - Agent cannot act after principal dies (use will/trust)
  • POA can be rejected - Banks/institutions may refuse to honor
  • Agent is fiduciary - Must act in principal's best interest

Common Misconceptions

  • "My spouse can automatically handle my affairs." Reality: Without a POA, even spouses may need court approval to access accounts.

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