Executor Not Equal to Power of Attorney

Understanding the roles of an executor and power of attorney in estate planning

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 […]

Appendix C: Planning Your Will and Powers of Attorney

Wills and Powers of Attorney

For your FREE Copy of Preserving Wealth, CLICK HERE Introduction  This document contains background information regarding the planning of your Will and Powers of Attorney.  Its purpose is to provide you with a further understanding of the subject matter and related issues, in order to assist you in making key decisions.  Your Will – An […]

Chapter 6: Estate Planning – Wills and Powers of Attorney

Estate Planning Wills and Powers of Attorney

For your FREE Copy of Preserving Wealth, CLICK HERE Sandra and I had just finished the dishes on Friday night at the cottage while Sally was playing with Connor and Paige out on the screened-in porch. We were all waiting for David’s family to arrive, and Sandra was a bit nervous because it was already […]

Why Do You Need A Will?

Why you need a Will

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Although the past pandemic seems to be under control, it has resulted in long term changes in the way people think about and look at their estate and income planning. It led individuals to consider the plans more thoughtfully they have […]

Planning your Will and Powers of Attorney

Will and Power of Attorney planning

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 […]