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CalPers Special Power of Attorney

Approval, confirmation and affirmation!  We all like these things, right?  For years I have encouraged clients to get “bank” or “special” powers of attorney for assets that are not a part of their trust. This includes Calpers which has benefits not a part of the living trust. I recently received notice from a large law firm referral company of the importance of recommending to California state workers to get special powers of attorney. I agree!  This should be a part of your estate plan! Here’s a LINK.

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10.0John Bernard Palley
Wealth Counsel Member
2015 Best of the Best Badge