Wisconsin Basic Power Of Attorney For Finances And Property (Page 3 of 5) in pdf

__________ 8.

INCOME TAXES: My agent may make and sign tax returns; represent me in all income

tax matters before any federal, state or local tax collecting agency; and receive

confidential information and perform any acts that I may perform, including receiving

refund check s and the signing of returns.

__________ 9.

TRUSTS: My agent may transfer at any time any of my property to a living trust that has

been established by me before the execution of this document.

PROFESSIONAL AND TECHNICAL ASSISTANCE

__________ 10.

LEGAL ACTIONS: My agent may retain attorneys on my behalf; appear for me in all

actions and proceedings to which I may be a party; commence actions and proceedings in

my name; and sign in my name all documents or pleadings of every description.

__________ 11.

PROFESSIONAL ASSISTANCE:

My agent may hire accountants, attorneys, clerks,

workers and others for the management, preservation and protection of my property and

estate.

__________ 12.

GENERAL: My agent may do any act or thing that I could do in my own property person

if personally present, including managing or selling tangible assets, disclaiming a probate

or nonprobate inheritance and providing support for a minor child or dependent adult.

The specifically enumerated powers of the basic power of attorney for finances and

property are not a limitation of this intended broad general power except that my agent

may not take any action prohibited by law and my agent under this document may not:

Make medical or health care decisions for me.

Make, modify or revoke a will for me.

Other than a burial trust agreement under section 445.125, Wisconsin Statutes, enter

into a trust agreement on my behalf or amend or revoke a trust agreement, entered

into by me.

Change any beneficiary designation of any life insurance policy, qualified retirement

plan, individual retirement account or payable on death account or the like whether

directly or by canceling and replacing the policy on rollover to another plan or

account.

Forgive debts owed to me or disclaim or waive benefits payable to me, except a

probate or nonprobate inheritance.

Appoint a substitute or successor agent for me.

Make gifts.

COMPENSATION TO AGENT FROM PRINCIPAL’S FUNDS

__________ 13.

COMPENSATION: My agent may receive compensation only in an amount not greater

than that usual for the service to be performed if expressly authorized in the special

instructions portion of this document.

ACCOUNTING

_________ 14.

ACCOUNTING: My agent shall render an accounting (monthly)(quarterly)(annually)

(CIRCLE ONE) to me or to ___________________________________________(name),

________________________________________________________________(address),

during my lifetime and a final accounting to the personal representative of my estate, if

any is appointed, after my death.

Wisconsin Basic Power Of Attorney For Finances And Property Page 3

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