Estate Planning: Can you do it for the person that you are responsible for?

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Podcast Transcript – Doug Carroll

Doug Carroll is a lawyer and Vice President of Tax and Estate Planning at Invesco Canada. Much of Doug’s work involves acting as a support to Invenco’s Financial Advisors on various tax and estate planning issues. He brings a wealth of timely information about estate planning to our project.

During our conversation, some of the topics that he speaks to include:

1. What’s the connection between Power of Attorney planning and Estate Planning?
2. Does this affect how one operates in this role?
3. Can estate planning be done effectively, are there drawbacks, what about other provinces?