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Power of Attorney

Roger Green, MSFS,CFP®

Your Green 2022: How Much Do Your Heirs Know About Your Estate?

A report showed 40% of parents surveyed had never discussed their estate intentions with their heirs (BMO Wealth Institute). My experience shows this number may actually be much higher. You may hesitate to discuss death or incapacity for many reasons. Heirs may be reluctant to broach the subject for fear of appearing greedy.

David Walker, Attorney at Law

Elder Financial Abuse

Our office is getting an increasing number of inquiries about elder financial abuse. Recurring situations include misuse of a power of attorney, and someone convincing the elder person to give them money.