draft 1 mins | March 18, 2019 | By Bryan Deviney

Powers of Attorneys: Tips & Traps

People understand the importance of having a will, but many do not understand the need for a power of attorney, which is often an overlooked part of an estate plan. During this recent Wealth Matters webcast, Seth Nerman, Regional Vice-President, Wealth Planning at Assante Private Client, explained why everyone should have a power of attorney and the issues to consider when creating one.

A playback of the recent Wealth Matters webcast can be accessed in the following link: Wealth Matters Playback

 

Bryan Deviney
About the Author

Bryan Deviney

Senior Financial Advisor
Bryan Deviney is a senior financial advisor and works closely with clients to understand their full financial picture. A natural collaborator, he helps people solve their planning puzzle – freeing them from financial stress so they can focus on what matters most. He keeps things clear, organized and always moving forward. A Certified Financial Planner® (CFP®) and Canadian Investment Manager (CIM), Bryan brings more than 20 years of experience as a lead advisor, helping families make confident financial decisions.