Could this be you? Everything in your life is going along smoothly. Then, suddenly, it happens; things change. It could be a catastrophic illness, accident or age-related injury. Don’t assume your family, including your spouse or adult child, can automatically act as your substitute decision maker. Even…
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You need to sign power of attorney documents to be protected. Here are a few things to remember about powers of attorney (POAs): 5 Tips to Remember Want more information? Need help understanding powers of attorney? Contact me for a meeting. Take advantage before fees increase. I…
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Do you want the government managing your finances? You’ll need powers of attorney to protect yourself. You must designate, in writing, persons to act as your agent. In Ontario, there are two kinds of powers of attorney. Powers of attorney name substitute decision makers to handle a)…
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The other day, a client asked me if a nephew who was 19 years old could be appointed as an attorney for property. Here is my answer. The minimum age requirement for attorneys for property in Ontario is 18. However, you must confirm that the attorney is…
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Everyone needs to have these three conversations with their loved ones: Valuable information on these three topics was delivered at a recent presentation hosted by St. Joseph’s Toronto Health Centre Foundation on aging. The presentation, What Does it Take to Age in Place? was part of a…
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Read Part 1 of this post here. Your attorney is a person you name in a power of attorney document as your substitute decision maker for property. Your attorney is not a lawyer. The term attorney refers to the person who is your agent. You are the…
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Will you become a victim because you don’t have a power of attorney (POA)? Powers of attorney are straightforward legal documents. However, in the wrong hands, they can become dangerous. I’ll clear up some essentials on powers of attorney for property. Power of Attorney for Property Essentials…
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“What do I need to know about using powers of attorney for property in Ontario?” Dorothy was asking this question sitting in my Toronto law office. Dorothy needed to act under a power of attorney (POA). “What is the law in Ontario?” she asked. “Let me give…
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Imagine Kevin, a scruffy-looking fellow walks into your bank on a Monday morning. He tells your bank manger he needs to use your Power of Attorney (POA). He wants to move all your money into his own bank account. He says he needs to do this immediately….
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Clients who act for a person under a power of attorney must keep records. How long must attorneys keep their accounts and records? The deadlines under the regulation for retention are set out here: Substitute Decisions Act, 1992 Regulation 100/96 6. (1) Every attorney and guardian shall retain the…
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