Link to Handbook Welcome Planning for the unexpected is an important part of protecting your financial security and healthcare well-being. A Power of Attorney (POA) ensures that if a time comes when you can’t make decisions on your own, someone you trust can step in and act on your behalf. This guide walks you through the key concepts, choices, and steps involved in setting up a POA, whether for financial matters, personal care, or both. Inside, you’ll find clear explanations

By AGF Management Limited Link to course Gain a better understanding of these two key roles that affect clients. Encouraging your client to name a power of attorney (PoA) for property and a trusted contact person (TCP) promotes effective estate management and mitigates financial exploitation, respectively. In this video, Michael Kulbak of Kulbak Trust Solutions explains the two roles’ requirements and functions, compares the roles, and presents real-life examples that illustr

Understanding power of attorney versus trusted contact person Published by Investment Executive July 5, 2022 During a recent webinar I gave on power of attorney for property, confusion among attendees was evident about the roles and responsibilities of an attorney under a power of attorney for property versus a trusted contact person (TCP). This article explains the differences between these two roles, some of the challenges of each role and what powers each has or doesn’t ha