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Understanding Power of Attorney: Planning for Your Financial Future

  • Main Office 1900 S. Clinton Avenue Rochester, New York 14618 United States of America (map)

Navigating legal and financial decisions can feel overwhelming, especially as life circumstances change. This informative workshop is designed to help older adults confidently understand one of the most important planning tools available: the New York State Power of Attorney (POA).

During this session, participants will learn:

  • What a Power of Attorney is and why it’s an essential part of future planning

  • The roles and responsibilities of an appointed agent

  • Key features of the current New York State POA form, including important updates to the law

  • How to properly complete and execute a POA to ensure it is valid and accepted

  • Common misconceptions, pitfalls to avoid, and tips for protecting yourself from financial exploitation

  • When and how to seek legal assistance

Whether you’re considering completing a Power of Attorney, updating an existing one, or simply want to better understand the process, this session will provide the knowledge and confidence you need to make informed decisions.

presented by Caitlyn Ebert, staff attorney at Legal Assistance of Western New York