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Keyword: Power of Attorney

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

In a hypothetical scenario, a client and power of attorney are at odds

Medical solution health care concept as a doctor walking on a red tightrope or highwire around a group of tangled wires as a symbol of challenges in insurance and the risk in illness treatment for patients

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

Canada and USA Flag

Planning for foreign assets may require multiple documents

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

FP Canada's ethics session provided tips

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