Assist aging relatives
We are living longer, healthier lives than ever before – often, longer than we plan for – and are more likely to need more savings and assistance with our care later in life.
We all want to age with dignity, and to ensure our loved ones receive the care they need. To help, we can provide strategies to fund health care costs or care facilities – the high cost of which might otherwise erode retirement savings or family inheritances.
As part of your responsibilities to care for aging relatives, you might be called on to act as an executor or Power of Attorney.
Being named as a Power of Attorney to care for a loved one’s money and property, if they become incapable of doing so themselves, can be overwhelming – especially if you are providing caregiving at the same time.
Similarly, being chosen as the executor1 of an estate can be an honour – but it can involve up to 70 tasks, and become a burden during a difficult time.
With our executor and attorney services, we can help guide you through a complex and often emotional experience to make the process easier.
1 In Quebec, “liquidator,” in Ontario, “estate trustee with a will.”
Private Banker International Global Wealth Awards 2018
2018 Euromoney Private Banking and Wealth Management Survey