What is Required of My Power of Attorney and My Executor?

Attorney Marci Miller will present in a  seminar hosted by Rogers & Associates which will be held on February 21, 2023 at 11:00 a.m.  Attorney Miller will give an overview of the responsibilities of a Power of Attorney (POA) and an executor/executrix of an estate.  The presentation will focus on what powers should be included and defined in a POA document as well as what is involved in the estate administration process. Other topics will include how the PA inheritance tax is paid, how tax ID numbers are established, what happens with digital accounts and estate record keeping.  These are complex tasks and extremely important responsibilities in the wealth transfer process.  This event will be held in person or via Zoom.  For more information and to RSVP for the event, please visit Financial Advisers & Specialized Wealth Management in Lancaster, PA – Rodgers & Associates (rodgers-associates.com) or call 717-560-3800.

Locations

MAIN OFFICE

2933 Lititz Pike, PO Box 5349
Lancaster, PA 17606
P (717) 291-1700

DOWNTOWN LANCASTER OFFICE (BY APPT. ONLY)

135 North Duke Street, Suite 4
Lancaster, PA 17602
P (717) 291-1700

ARDMORE OFFICE (BY APPT. ONLY)

7 E Lancaster Ave, Suite 210
Ardmore, PA 19003
P (484) 416-0531

HARRISBURG OFFICE (BY APPT. ONLY)

320 Market St, Suite 473B Office A
Harrisburg, PA 17101
P (717)291-1700