What recommendation would you give to Uncle George when he is preparing his Will so that something similar would not happen.
What recommendation would you give to Uncle George when he is preparing his Will so that something similar would not happen
question 1:Uncle George, a widower and your favorite relative tells you he has a Will and thinks everything should be fine so does not see the need for a Power of Attorney (POA) document. explain to Uncle George:
Why he needs a POA; (think about health, housing & finances)
What the POA can and cannot do;
What criteria he should consider in choosing who to nominate as his POA.
Question 2: Below is a recent CBC story from British Columbia involving a Will, beneficiaries and the SPCA. After reading the document about Estate Planning . discuss:
What has caused the problem here;
What recommendation would you give to Uncle George when he is preparing his Will so that something similar would not happen;
How do you think the judge should rule? (This is opinion – there is no right or wrong – provide explanation for your answer that you would give to family and to SPCA).
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business4.docx