個案資料
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James and Laura
內容大綱
James and Laura Wiggins had some decisions to make. Last year, James’s father had died of a stroke. Death was not instantaneous, however, and the man had lingered in hospital for several weeks in a coma. During this time, no one had been able to access James’s father’s bank accounts (which were registered in the father’s name only). This inability to access the accounts had caused James’s mother considerable economic hardship, which impressed upon James the value of a power of attorney (POA). To that end, James asked his lawyer to prepare a power of attorney for him and Laura. James wanted Laura to sign the documents that night.<br><br>Before signing, Laura had some reservations and a few questions she wanted James to answer. She didn’t understand how a POA worked. Was it the same as a will? She and James didn’t have a will. Would the POA satisfy both needs?
學習目標
The case is intended to address the subjects of wills, estate planning, and personal powers of attorney in the context of a personal financial planning course.