Home Power of Attorney

Keyword: Power of Attorney

27 results found

Common gaps when appointing an attorney for property and personal care

A case study explains the challenges

Power of attorney and incapacity planning: Do you have a plan?

Addressing estate planning’s ignored middle child

Acting as attorney for property when your client is family

Best practice calls for separate roles

Canada and USA Flag

Wills and power of attorney for cross-border clients

Planning for foreign assets may require multiple documents

HALFPOINT / ISTOCKPHOTO WITH FILES FROM ANNA GRIGORJEVA / 123RF STOCK PHOTO; ICONS: 123RF STOCK PHOTO

Get clear about your client’s PoA for property

FP Canada's ethics session provided tips

Senior Couple With Financial Advisor At Home

When does an enduring power of attorney become active?

Knowing the answer will help you and your client prepare for incapacity

senior client debt empty wallet

When a senior client’s situation sparks suspicion

Advisory challenges of financial abuse and dementia

What to do when an adult child dies intestate

This client case walks you through the process

How much power do powers of attorney really have?

Can a person acting under a PoA make gifts or change beneficiary designations?

Creative planning for incapacity

How to navigate this delicate issue in estate planning