Can my spouse or partner manage my finances if I’m incapacitated?

Only if you give them legal authority in advance. Sign a General Durable (Financial) Power of Attorney naming your spouse or partner as your agent, and they can pay bills, access accounts, and handle other money matters when you’re unable to do so.

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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