Preserving Wealth: Chapter Six, Estate Planning – Wills and Powers of Attorney
Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Chapter 6 discusses the intricacies of estate planning, focusing on wills and powers of attorney. On a rainy Saturday morning over breakfast Uncle Wayne leads a detailed discussion on ensuring one’s estate is managed according to personal wishes, covering everything from the basics […]
Executor Not Equal to Power of Attorney
Executor ≠ Power of Attorney For your FREE Copy of Preserving Wealth CLICK HERE Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. One common source of confusion in estate planning is distinguishing between the roles of executor and Power of Attorney. Executor Your executor is the individual designated in your Will […]
Planning your Will and Powers of Attorney
A common question we received is what we should consider when planning our wills and powers of attorney. The following excerpt from the Book – Preserving Wealth describes this. APPENDIX C: PLANNING YOUR WILL AND POWERS OF ATTORNEY Introduction This document contains background information regarding the planning of your Will and Powers of Attorney. Its […]
