Power of Attorney for Finances

Discuss Your Needs with an Estate Planning Lawyer in Coronado

With so many different aspects of estate planning, it can be difficult to know which documents you need and which you don’t. At Rose, Munns & Chin, we will review your asset and family structure and help determine which elements should be part of your estate plan, such as a financial power of attorney. A financial power of attorney allows you to name a person who can make financial decisions on your behalf if you were to become incapacitated.

A few examples of the decisions an agent under a financial power of attorney can make include:

  • Operating your business on your behalf
  • Managing your bank accounts
  • Making decisions for investments
  • Handling tax-related issues
  • Hiring a lawyer to represent you
  • Collecting your public benefits

To discuss your needs with an experienced Coronado estate planning attorney, please call us at (619) 435-1858

Why Rose, Munns & Chin?

  • We provide business & tax planning services
  • Our lawyers have years of experience handling various legal tasks
  • We offer advanced estate planning, probate, & other major services