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Power of Attorney

A middle-aged woman smiles as she sits on a couch near her niece

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Who to name as executor when family members aren’t an option

It’s not always possible or beneficial to name a family member or close friend as executor in your will....

Who to name as executor when family members aren’t an option
An adult man, acting as power of attorney, hugs his senior mom. He's wondering about gifting her assets while she's in a home.

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Gifting a parent’s assets using a power of attorney

As power of attorney, does it make sense to divide up a parent’s assets before their death?

Gifting a parent’s assets using a power of attorney
A woman is sitting in a lawyer's office reading a power of attorney document, and she is wondering what the fees are for a POA in Ontario.

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Are fees payable for acting as a power of attorney?

Can you be paid for a role as an attorney for property, in particular, after the position has already...

Are fees payable for acting as a power of attorney?
woman signing document using tablet

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Estate planning changes in Ontario

Virtual signing and remote witnessing are now permanent options for clients and lawyers creating wills and powers of attorney...

Estate planning changes in Ontario

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Investing as power of attorney

Selling his mother's house will leave Frank with $140,000 in proceeds. Here's what he should do with the money

Investing as power of attorney

Financial Planning

Will preparation for every budget

Listen for tips on what price point to choose

Will preparation for every budget

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Can Power of Attorney claim a fee?

In Ontario a Power of Attorney can claim 3% of the monies received and disbursed by the grantor.

Can Power of Attorney claim a fee?

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Caring for aging parents

Canadians aged 85+ represent the fastest-growing segment of seniors.

Caring for aging parents

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What happens when you can’t manage your money anymore?

Plan for dementia to protect your wealth, says report

What happens when you can’t manage your money anymore?

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