Domenic called me to ask for legal advice. His sister had their father’s power of attorney. She had “taken control of my father’s welfare and wealth,” as he put it. Now his sister was ignoring him. “What are my rights to challenge her in court?” Domenic asked….
Read full article
I have posted a power of attorney story that will interest all mothers. You can read the story, entitled “Why Do You Forsake Family?”, on Money.ca. It is about a mother named Sharon. She has issues with a family power of attorney. Many people do not understand…
Read full article
Powers of Attorney can be tricky legal documents to prepare. This is especially the case for the elderly, who are often vulnerable. They need to trust and rely on others who could abuse their powers of attorney. How do you stop a wolf in sheep’s clothing from…
Read full article
Will a simple power of attorney prevent elder abuse? Your loved ones can become a silent victim of elder abuse. In many cases, a relative can fall into the clutches of scammers and fraudsters. Family members, caregivers, neighbors or contractors can take advantage of loved ones. To…
Read full article
Ask Ed: Submit your estate questions to EstateTherapy.com Advisor Question: Are Home-Made Powers of Attorney Dangerous? Ed’s Answer: Power of Attorney (POA) fraud is common. I no longer recommend that people rely on do-it-yourself power of attorney forms or kits. I‘ll explain the risk, and why clients…
Read full article
Key 7: Take Action Now John and Jillian, both in their 30s, were going on vacation. They were leaving behind Heather, their five-year old daughter, for the first time. Suddenly they realized that they had no will, guardian, or trust set up for their daughter. They needed…
Read full article
Key 6: Protect Yourself Today Brian was 82 and trusted his neighbour’s son, Tim. Tim ran errands for Brian, including buying his groceries and medications. Brian would also get Tim to cash his cheques for him at the bank. One day the bank suggested that Brian add…
Read full article
Key 5: Stop People from Fighting Over Your Money Jack worked hard to earn his money as the owner of a small printing business. “I can do whatever I want with my money!” he said. Do you think Jack is right? You may not realize that people…
Read full article
Key 1: Start Right to Finish Right You don’t want to start your estate plan on the wrong foot like Diane did. Diane is a busy mother of twins. She wants her children to be protected should something happen to her. Her idea is that, “Planning an…
Read full article
Hot summer days bring back memories of the sun and the family swimming at the beach. And when your family packs up for a summer trip, their safety is always your concern. You can protect your family with this quick estate planning review in a matter of…
Read full article
416 769 - 9800