Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Tariff Policies Could Shape the Economy and Your Portfolio

The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...

The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Season Is Here: Are Your Witholdings on Track?

Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...

The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Why Wealthy Families Love Family Offices—and How to Bring That Advantage to You

In a recent Fortune article titled “More than 8,000 family offices are revolutionizing wealth management. Are you rich enough to start one?”, the spotlight ...

The post Why Wealthy Families Love Family Offices—and How to Bring That Advantage to You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

What Can Go Wrong with a Digital Power of Attorney Download?

August 9, 2021

Yes, you can find power of attorney documents and templates online, but it is rarely in your best interest to use these in your business. The very intent of a power of attorney is to let the person of your choosing be able to act in the event of an emergency; unfortunately, digital documents don’t always protect you legally here.

The biggest reason to work with a lawyer to create a power of attorney of your own is that you might have unique needs and considerations to weave into the POA. For example, you might want it to state that the document only becomes active in certain circumstances that you define. A generic power of attorney document might not cover you based on the specific circumstances.

A digital download might seem like the easy way to go, but it’s also a way that could expose you to unnecessary problems. Remember that it will be your loved ones attempting to sort this out if you become incapacitated, and the entire reason to have a POA in place is so that your loved ones don’t have to go through additional hurdles in the event of a sudden issue.

If you find a general template or worse, pay for something that you have not had drafted or reviewed by an attorney, some of the problems you might face include:

  •  The document might not be current with regard to allowed statements/format
  • Fails to cover the legal requirements for a POA in your state
  • Is unclear
  • Doesn’t have key authorities inside it
  • Doesn’t align with your personal situation

If your power of attorney document is unclear or leaves room for interpretation, this can lead to challenges in court which will delay your appointed agent from being able to take action quickly.

This can all be easily avoided when you retain an experienced estate planning lawyer to help you create your own document.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Payment Portal
for Tax and Accounting Invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Tariff Policies Could Shape the Economy and Your Portfolio

The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...

The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Season Is Here: Are Your Witholdings on Track?

Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...

The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Why Wealthy Families Love Family Offices—and How to Bring That Advantage to You

In a recent Fortune article titled “More than 8,000 family offices are revolutionizing wealth management. Are you rich enough to start one?”, the spotlight ...

The post Why Wealthy Families Love Family Offices—and How to Bring That Advantage to You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more