Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the advanced-post-block domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /var/www/vhosts/caregivingmatters.ca/httpdocs/wp-includes/functions.php on line 6114

Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the powerpress domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /var/www/vhosts/caregivingmatters.ca/httpdocs/wp-includes/functions.php on line 6114

Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the wordpress-seo domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /var/www/vhosts/caregivingmatters.ca/httpdocs/wp-includes/functions.php on line 6114
Estate Planning: Can you do it for the person that you are responsible for?

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

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

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:

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

Leave a comment Cancel reply