WEALTH MANAGEMENT. Give serious thought to your choice when estate planning. CHASE is not on your family's side when you face the inevitable crisis. I presented what even the bank conceded was a NYS conforming POA (power of attorney) and also showed multiple proofs of my identity which were accepted. Oddly, as the POA I was confronted by intrusive questions regard my own finances. I went along as I had already made several trips to the bank and wanted an end. I was asked for my checking and savings account balances; my income and its sources; my credit cards and balances; my mortgages and their balances etc. After all this I was rejected as POA. Why? I had not provided the mortgage rates!!!! This gave the game away, perhaps. I would be a potential customer for refinancing. None of this is required under NYS law and will be reported to state authorities. read more