✅ Week **#33** Action Item: Review Your Power(s) of Attorney & Directive(s):
– Power(s) of Attorney and Directives allow you to appoint someone to make legal, financial, and health care decisions in case you are not able to do so, even if it’s for a limited period.
– When there is no power of attorney or advanced care directive in place, your wishes may not be followed.
– Review any changes in your life that may require you to update your powers of attorney and directives, such as a change in marital status.
– ⭐️ **Pro-tip**:
– Be sure to discuss your power(s) of attorney and directives with your agent(s). If they don’t know the documents exist or what your wishes are, they will not be able to meet your goals.
💭 **Habit of the week**: Think About Your Thinking
– Think about your wishes.
🤔 **Question(s) to consider:**
– Do you have a Health Care Power of Attorney or Advanced Health Care Directive in place?
– Have you communicated with your agent?
📝 Access your resources for this week’s action item (#33) Review Your Power(s) of Attorney & Directive’s from your Get Ready Money Club dashboard (located in Monthly Focus Area 8: Your Legacy):
– The Get Ready Blueprint week 33 worksheet where you’ll walk through reviewing your Power(s) of Attorney & Directive(s).
– Power of Attorney and Health Care & Advanced Directive worksheets where you can enter details about your Power(s of Attorney & Advanced Directive(s), including location (fillable PDF and excel worksheet formats)
Note: These resources are available for all Get Ready Money Club members.
[ Access Your Dashboard here]**Source**: The Get Ready weekly action item is from The Get Ready Blueprint: A 52 Week Guide to Changing The Way You Think About Money). Pick up your copy at your favorite online bookshop ([Amazon])([bookshop.org]).
About Tony Steuer
I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry.
I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry.
