How to Give a Power Of Appointment

We explored what a Power of Appointment is in Estate Planning Weekly Episode 26.

This post is all about how to give a Power of Appointment to your beneficiaries.

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A Power of Appointment, for lack of a better work, is a powerful estate planning tool.

It allows you to give your beneficiary control over where the trust you left them will go, but also make sure that if your beneficiary doesn't act there is already a plan in place.

About the Author Donald Rolfe

Father, husband, entrepreneur, and owner of a trivia filled brain. I help families and individuals plan for the unexpected and end of life. Schedule a Complimentary Strategy Session to chat with me, get answers to your questions, and find out about your Estate Plan options.

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