December 2021

“I don’t want to be a burden to my children”

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This is a common refrain that I hear and one that my trust colleagues do as well. In today’s blog I would like to discuss the role and importance of naming an Attorney for Personal Care.    [Note:  Of course this is in addition to naming either a trust company, which is my preference or another person as the attorney for property]. As I work with many older individuals who have….

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Making a List, Checking it Twice: Getting Ready to Talk About Your Estate Plan this Holiday Season

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As we approach the holiday season, many of us are looking forward to spending time away from work to get together with our families. For some of us, this will be the first holiday in two years that we have been able to all gather together. Many people’s holiday preparation list includes planning menus, decorating the home, and purchasing presents. If you’re checking it twice, you may wish to include….

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Is this a good time?

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This Blog was written by: Taylor Sergeant Often when faced with a difficult conversation it is easy to create excuses on why we should not have it. Is it a good time? Can the individual I am speaking with handle this right now? How will they react? As we have the internal dialog on how we plan the conversation it can become easy to talk yourself out of having it….

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Estate Planning

Donor-Advised Funds: Benefits and Drawbacks of the Increasingly Popular Means of Philanthropic Giving

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A donor-advised fund is established when a donor makes a contribution to a foundation or financial institution and that fund operates much like a trust fund in that the donor (like a settlor) does not retain legal ownership over any property they place in the fund. However, the foundation or financial institution administering the property “provides administrative and investment assistance to the donor and gives the donor advisory privileges about how it should deal with the donated property.”….

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Charitable Giving, Estate Donations, Estate Planning, Philanthropy/Charitable Giving

International Day of Persons with Disabilities

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Did you know[1]?  Of the one billion population of persons with disabilities, 80% live in developing countries. An estimated 46% of older people aged 60 years and over are people with disabilities. One in every five women is likely to experience disability in her life, while one in every ten children is a child with a disability. Persons with disabilities in the world are among the hardest hit by COVID-19…..

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Caregiving

Another reminder about beneficiary designations – Simard v Hall

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Today’s blog has been written by Yvonne Mazurak, associate at Fasken LLP I’ll admit it–I love watching holiday movies. And the more predictable, the better. I recently watched one that hit many of the expected tropes: the main character returns to their hometown from the “big city” to reconnect with an aging parent, who they have been estranged from since the death of their other parent (and–of course–in the process….

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