B.C. decision could close door on court-ordered capacity assessments, highlighting the importance of helping clients establish estate documents
A case study explains the challenges
Addressing estate planning’s ignored middle child
Best practice calls for separate roles
Planning for foreign assets may require multiple documents
FP Canada's ethics session provided tips
Knowing the answer will help you and your client prepare for incapacity
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?