Happy Monday and happy Valentine’s Day. I truly am one of the lucky ones and I want to say thank you to my husband of 38 years. However we live our lives, having a loving relationship is so important. As we are living longer, I am also well aware that we all age differently and we don’t know what (ill health) waits for us around the corner. The topic of….
Love After Loss- is it possible? Continue Reading »
Elder Care, Family ConflictCharitable giving is often an important goal of a client’s planning. As the title of this blog suggests, there are many ways to achieve this objective. What follows is a general overview of on of the options available for charitable giving- namely the establishment of a private foundation- and addresses some of the practical implications of same. Purposes and Categories A private foundation usually operates as a funder, i.e., it….
This Blog was written by: Tony Cariati, Estate and Trust Consultant, Scotia Wealth Management In the past few years, the realities brought about by the COVID-19 pandemic have highlighted the importance of having a Continuing Power of Attorney for Property; someone can manage your financial affairs in the event you are ill or suffering from long-term health complications. Equally as important is naming an attorney for property (“AFP”) who will….
I HAVE THE POWER (OF ATTORNEY FOR PROPERTY) Continue Reading »
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In the early days of the COVID-19 pandemic, I blogged about Justice Myers’ decision in Arconti v. Smith where his Honour decided that an examination should proceed virtually. As his Honour pithily noted, we no longer record evidence with a quill and ink; technology changes and our legal practices must change with it. If there was a doubt as to whether Arconti was only applicable during the pandemic, Justice Myers….
Zoom Is Here To Stay: Virtual Discoveries As The New Normal Continue Reading »
Estate LitigationThere has been significant debate over the years regarding the financial statement presentation of redeemable or mandatorily retractable shares (RoMRS) as either a liability or equity. First, a bit of background When Accounting Standards for Private Enterprises (ASPE) were issued in 2011, it was determined that RoMRS should continue to be recorded at par, stated or assigned value in a separate component of equity. An amendment to ASPE reporting of….
Preferred shares – Liability or equity? Continue Reading »
Estate PlanningIt was 3 years ago this week that I enjoyed my last big trip away; a trip to Japan and Taiwan, that now feels like a life time ago. At that time Japan was leading the field in their use of technology and care robots. They are still leading the field. I visited Shintomi Nursing Home in Tokyo that utilizes (at that time) over 20 different types of care bots…..
CareBots are (hopefully) coming soon…. Continue Reading »
Caregiving, Elder Care, Uncategorized