Power of Attorney

Advisor's Edge

When a senior client’s situation sparks suspicion

Advisory challenges of financial abuse and dementia

November 28, 2018

6 min read

Estate Planning

What to do when an adult child dies intestate

This client case walks you through the process

By Susan Goldberg |April 13, 2017

6 min read

Estate Planning

How much power do powers of attorney really have?

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

By Keith Masterman |February 7, 2017

4 min read

Estate Planning

Creative planning for incapacity

How to navigate this delicate issue in estate planning

October 7, 2016

5 min read

Planning and Advice

Senators decide against advance directives for assisted death

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

By Staff, with files from The Canadian Press |June 15, 2016

5 min read

Planning and Advice

What you need to know about assisted-death rules

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

By Staff, with files from The Canadian Press |June 6, 2016

7 min read

Planning and Advice

Request to die shouldn’t come from substitute decision maker

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.

By Staff, with files from The Canadian Press |February 25, 2016

6 min read

Estate Planning

Learn about this estate planning safety net

A look at British Columbia’s Public Guardian and Trustee

By Melissa Shin |February 19, 2016

9 min read

Estate Planning

The pitfalls of non-resident PoAs

Tell clients to factor in where potential candidates live

October 16, 2015

8 min read

Estate Planning

Help single, aging clients

Unmarried seniors who’ve never had children will need special attention

By Suzanne Yar Khan |April 10, 2015

8 min read

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