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Estate Planning

guardians of finance
Estate Planning

Guardians of Finance: The Crucial Role of Enduring Power of Attorney

Understanding the Role of an Enduring Power of Attorney In today’s world, the utilization of an enduring power of attorney (POA) is becoming increasingly important. As our population ages and the incidence of conditions like dementia rises, more individuals and their families are grappling with the need for a trusted Read more

By Nancy, 2 yearsJune 27, 2024 ago
the need for estate planning
Estate Planning

A Tale of Tragedy and the Need for Estate Planning

Protect Your Legacy We often avoid discussing matters that revolve around the end of life, such as the importance of of estate planning essentials. It’s understandable; no one likes to think about their mortality. However, recent events have brought to light the harsh consequences of procrastinating on preparing one’s affairs. Read more

By Nancy, 3 yearsJanuary 25, 2024 ago
Power of Attorney: Managing Time Commitments
Estate Planning

Decoding Compassion: Taking on the Power of Attorney Role with Heart

Empathy in Action Embarking on the role of an attorney through an enduring power of attorney is not merely a legal obligation but a profound commitment driven by values, personal connections, and a deep sense of responsibility. This journey goes beyond legalities; it’s a heartfelt endeavor fueled by love, care, Read more

By Nancy, 3 yearsDecember 28, 2023 ago
enduring power of attorney
Estate Planning

Decoding Reluctance: Top 5 Reasons for Hesitation in Being Named Power Of Attorney

Navigating the Role of an Enduring Power of Attorney Being named as an attorney on someone’s enduring power of attorney (EPA) is a significant responsibility. While it’s a crucial role in ensuring the well-being and financial affairs of the individual, there are certain reasons someone might hesitate to take on Read more

By Nancy, 3 yearsDecember 26, 2023 ago

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Nancy Boisvert, CEA

Certified Executor Advisor
Personal Fiduciary Certification

Estate planning and executor support across Canada

© Agapi Marketing & Consulting Ltd. NEXsteps is a brand name used by the company.
One article a week on estate planning

Practical answers on estate planning and what’s actually involved in being an executor.


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