What Powers Can I Give to My Agent?
You can grant your attorney-in-fact general authority to manage your affairs, or choose the specific responsibilities they will have.
You can put your agent in charge of:
- Real estate, such as making personal mortgage payments and managing rental properties
- Personal finance and business interests, which includes managing bank accounts, business transactions, and investments
- Family care and gifts, which includes maintaining charitable gifts
- Benefits and taxes, such as managing retirement plans and filing taxes
- Legal and insurance matters, such as handling insurance and annuity policies