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Keyword: Power of Attorney

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Senior Couple With Financial Advisor At Home

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

senior client debt empty wallet

Advisory challenges of financial abuse and dementia

This client case walks you through the process

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

How to navigate this delicate issue in estate planning

The amendment would have allowed people to spell out the circumstances in which they would want an assisted death.

Your clients may have questions for you about what this means for them.

A Parliamentary report is unclear as to whether a patient's children, an advisor, or someone acting as a PoA would be allowed to witness a request.

A look at British Columbia’s Public Guardian and Trustee

Tell clients to factor in where potential candidates live

  • By: Katie Keir
  • October 16, 2015 September 7, 2018
  • 00:46