Edward, your client of 15 years, comes into your office. Typically punctual, he’s half an hour late for this appointment. Edward explains that he got lost. He asks you to draft a codicil to his will.

An ageing population with litigious children makes proving legal capacity essential. The question of when to have capacity formally assessed frequently arises in legal practice. There is a common law ...

Doctors are increasingly being asked to make assessments of their patients' mental capacity to create a legal document such as a Will or Lasting Power of Attorney, but you do have the right to refuse ...

Jill Sing’s client was proud as punch to have finally bought her first new car. “Oh! I forgot to tell you!” said the elderly woman when Sing, a Victoria-based CPA, CA, CFA, CFP, and TEP, asked about ...

As clients age, the likelihood that they’ll face physical and mental health problems rises. As a result, clients’ families may start to wonder whether capacity will become an issue. They may ask you ...