Uncovering the Facts About Estate Planning Documents

Halsey Schreier
October 23, 2018

Myths aren’t just the stuff of legends. They’re everywhere—even in the financial world. Myths can be damaging, but also instructive, especially when we examine the counter-story. Each quarter in The Advisor, we will address some of the common myths that surround a particular wealth management or investment topic. This quarter, our focus is on estate planning, health care proxies and...

Myths aren’t just the stuff of legends. They’re everywhere—even in the financial world. Myths can be damaging, but also instructive, especially when we examine the counter-story. Each quarter in The Advisor, we will address some of the common myths that surround a particular wealth management or investment topic.

This quarter, our focus is on estate planning, health care proxies and powers of attorney. More specifically, we discuss the role of a will and revocable trust in an estate plan, the scope of a health care proxy or named attorney-in-fact’s responsibilities and the importance of naming an effective attorney-in-fact. What you don’t know—or think you know that isn’t quite true—can create unnecessary challenges.

Discover the truth about these and other misconceptions in the Fall 2018 edition of The Advisor or speak to your advisor today.

Halsey Schreier is a wealth strategist for CIBC Private Wealth Management in New York, with more than nine years of industry experience. In this role, he provides high net worth clients with integrated wealth management services, including comprehensive estate and financial planning solutions, multi-generational legacy planning and fiduciary administration for trusts and probate estates.