#4 Why Legal and Moral Obligations Matter Read my first previous post in my Breakthrough Wills and Estate Planning series, #3 Your Three Wishes – Getting What You Want. Can you do whatever you wish with your money? Short answer? No. Laws prevent you from doing something…
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Do we need to talk about your money? Now is a good time to know more about your alternatives. I am speaking from experience. People are living longer and need help with their finances as their needs change. You may think you are smart enough to handle…
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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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