At The Walsh Investment Group, one of the first questions we ask is, “Do you have an up-to-date will and power of attorney?” . It is incredibly important for our clients that we make sure there is a well-articulated and understood estate plan in place. It is essential to be organized, so that the transfer of wealth upon death happens quickly and efficiently, so that the family need not stress about finances during such a difficult period of time. We aim to assist in education and implementation of these estate plans for each of our clients.
We have provided a link to a great article from www.Advisor.ca. The article covers the power of a power of attorney, when it comes to the estate, as well as some rules and regulations.
If you have any questions, please give us a call or send an email. We are more than happy to discuss the importance of proper estate planning with you.
The Walsh Investment Group