Power of Attorney – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Wed, 13 Sep 2023 21:26:16 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Power of Attorney – Advisor's Edge https://phoenix.advisor.ca 32 32 Getting to the bottom of dementia, PoA concerns https://phoenix.advisor.ca/my-practice/conversations/getting-to-the-bottom-of-dementia-poa-concerns/ Wed, 13 Sep 2023 21:26:16 +0000 https://www.advisor.ca/?p=230527 In a hypothetical scenario, a client and power of attorney are at odds

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]]> Court refuses to force capacity assessment on unwilling senior https://phoenix.advisor.ca/tax/estate-planning/b-c-decision-could-close-door-on-court-ordered-capacity-assessments/ Tue, 14 Mar 2023 20:19:23 +0000 https://www.advisor.ca/?p=222731 B.C. decision could close door on court-ordered capacity assessments, highlighting the importance of helping clients establish estate documents

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]]> Common gaps when appointing an attorney for property and personal care https://phoenix.advisor.ca/tax/estate-planning/common-gaps-when-appointing-an-attorney-for-property-and-personal-care/ Thu, 10 Nov 2022 21:59:43 +0000 https://www.advisor.ca/?p=216408 A case study explains the challenges

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]]> Power of attorney and incapacity planning: Do you have a plan? https://phoenix.advisor.ca/tax/estate-planning/power-of-attorney-and-incapacity-planning-do-you-have-a-plan/ Fri, 23 Sep 2022 19:47:13 +0000 https://www.advisor.ca/?p=214179 Addressing estate planning’s ignored middle child

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]]> Acting as attorney for property when your client is family https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/acting-as-attorney-for-property-when-your-client-is-family/ Mon, 09 May 2022 14:00:15 +0000 https://www.advisor.ca/?p=208622 Best practice calls for separate roles

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]]> Wills and power of attorney for cross-border clients https://phoenix.advisor.ca/tax/tax-strategies/wills-and-power-of-attorney-for-cross-border-clients/ Thu, 18 Mar 2021 18:00:22 +0000 https://www.advisor.ca/?p=192741 Planning for foreign assets may require multiple documents

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]]> Get clear about your client’s PoA for property https://phoenix.advisor.ca/news/industry-news/get-clear-about-your-clients-poa-for-property/ Fri, 20 Nov 2020 18:35:40 +0000 https://www.advisor.ca/?p=188524 FP Canada's ethics session provided tips

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]]> When does an enduring power of attorney become active? https://phoenix.advisor.ca/tax/estate-planning/when-does-an-enduring-power-of-attorney-become-active/ Fri, 08 May 2020 19:00:25 +0000 https://www.advisor.ca/?p=179706 Knowing the answer will help you and your client prepare for incapacity

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]]> When a senior client’s situation sparks suspicion https://phoenix.advisor.ca/my-practice/conversations/when-a-senior-clients-situation-sparks-suspicion/ Wed, 28 Nov 2018 14:00:11 +0000 https://www.advisor.ca/?p=158469 Advisory challenges of financial abuse and dementia

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]]> What to do when an adult child dies intestate https://phoenix.advisor.ca/tax/estate-planning/what-to-do-when-an-adult-child-dies-intestate/ Thu, 13 Apr 2017 13:55:28 +0000 https://avatar.advisor.ca/uncategorized/what-to-do-when-an-adult-child-dies-intestate/ This client case walks you through the process

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