Estate Planning: The Importance of Estate Planning

Join our Andreyev Lawyers team as we answer your FAQs about the importance of Estate Planning.

If you want to read a written version of these FAQs, click here

To watch the rest of our Estate Planning series:

 

The information contained in this post is current at the date of publishing – 19 October 2023.

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Advising under an EPOA: Know your duties and risks

Advising under an EPOA: Know your duties and risks

As a professional adviser, you may have been instructed to manage personal wealth matters for clients in a way that benefits not only your client but also their families.  Your client, like Mary, may have routinely provided regular financial support to their family – adult children, grandchildren, spouses, or even elderly parents. This support can be informal but deeply entrenched, often continuing for years. 

But what happens when your client loses capacity, and their Enduring Power of Attorney (EPOA) takes effect? 

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