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Steven J. Hudgins
First Vice President/ Investments
CA Insurance Lic. #0B32062
Julia C. Anderson
Senior Registered Client Service Associate
Stifel, Nicolaus & Company, Incorporated
1420 Rocky Ridge Drive, Suite 340
Roseville, CA 95661
Phone: (916) 774-3706
TollFree: (866) 498-6682
Fax: (916) 626-3313
Email: steven.hudgins@stifel.com
May/June 2024
A Different Graduation Gift
Are you sending your new high school graduate off to college this fall, or do they have travel plans for the summer? Be sure to send them with medical and financial powers of attorney (POAs).
Why? Without a medical POA, if your adult child is hurt in an automobile or other accident, a hospital can’t legally give you any information about their condition. The staff can’t let you make important financial or medical decisions for your child.
With a financial POA, your student can authorize you to handle their financial transactions. As their agent, you can pay their bills from their accounts, file tax returns, monitor investments, deposit checks, and handle other transactions. No sending documents back and forth for the student’s signature. Your legal professional can execute POAs for your child.
0224.6411623.1
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Securities offered through Stifel, Nicolaus & Company, Incorporated. 501 N. Broadway, St. Louis, Missouri 63102. Member SIPC and NYSE
Stifel, Nicolaus & Company, Incorporated is not affiliated with LTM Client Marketing. Stifel does not provide legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation.
Stifel, Nicolaus & Company, Incorporated and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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