PLAN ON IT:

Selecting co-agents Articles

Understanding How to Select Co-Agents

I have to decide between my two children, who should be my power of attorney when I need help communicating with doctors and handling my financial matters. Can't I just name them both? You can, but please don't. You risk creating conflict or chaos if you name more than one child to serve simultaneously. Instead, pick one child at a time. What to Consider When Deciding Your Health Care Agent Think about which child is better suited to the responsibilities. For health care decision-making, the agent appointented in your Advance Health Care Directive should ideally be calm in stressful situations ... Read More

Plan On It

Newsletter
Sign Up

"*" indicates required fields

Workshops
Botti & Morison Estate Planning Workshop

Free 2-Hour Estate Planning Workshop – 10/22/24 Valencia, CA

Tuesday, October 22, 2024
7:00 pm
- 9:00 pm

Botti & Morison Estate Planning Workshop

Free 2-Hour Estate Planning Workshop – 11/9/24 Simi Valley, CA

Saturday, November 9, 2024
10:00 am
- 12:00 pm

Botti & Morison Estate Planning Workshop

Free 2-Hour Estate Planning Workshop – 11/13/24 AM Simi Valley, CA

Wednesday, November 13, 2024
10:00 am
- 12:00 pm

Go to Top