Today’s newsfeed story: “It’s just another pandemic Monday” Thank you Heather Mallick, Monday January 17, 2022. I guess we are all feeling ‘something’. Yesterday was my father’s birthday. He would have turned 93 if he hadn’t died when he was 69. I find it interesting how we like to do that- – provide an age or number as if the person was still with us. I guess they are- if….
We are all feeling something…. different Continue Reading »
Caregiving
January is kickstarting what seems to be the “Year of the Hats” for me. In addition to my usual winter hat and estate planner hat, this month I’m also fashioning my wedding planner hat, COVID style. As it turns out, planning a February wedding during a COVID lockdown actually means planning multiple backup weddings, each having their own contingency plan, guest list, and brand of potential disaster. This has brought….
This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management Is your caregiver the best person to make financial and property related decisions for you? Should these roles be filled by different people with unique skill sets? Will your caregiver respect the input and decisions of your financial decision-maker? There are many posts and articles highlighting considerations for a testator when making their Will, and the….
Powers of Attorney: Whose Decision Is It Anyway? Continue Reading »
Power of Attorney, Powers Of Attorney and Guardianship Disputes
In will challenges, it is common to seek the disclosure of the testator’s medical records for the period around the time the will was signed. The medical records are directly relevant to the question of whether or not she had the requisite capacity to sign the will. While the testator has a right to privacy that continues after death, the harm caused by disclosure of the records after death is….
Disclosure of a Party’s Medical Records Continue Reading »
Contested wills, Costs, Credibility, Estate Litigation, Family Conflict, Healthcare, Limitation periods, Wills
Designating the surviving spouse or common-law partner as the successor holder of the Tax Free Savings Account “TFSA” simplifies the administration of transferring the account upon the death of the decedent. A successor holder may only be a spouse or common-law partner. All provinces and territories in Canada, except Quebec, recognize the designation of a successor holder of a TFSA in the contract itself although the designation can also be….
Designating a successor for the TFSA Continue Reading »
Succession Planning
Reposted @allaboutestates.ca January is Alzheimer’s Awareness Month. Like many of you, I think about Alzheimers quite often; not only the occasional word finding challenge but for anyone who lives with dementia- closely impacting their own lives- the changes it brings. Do we need a special awareness month to remind us? Yes we do. Most of us are in denial. We don’t want to acknowledge losses and changes in the behaviour….
Please note ‘January is Alzheimer’s Awareness Month’ Continue Reading »
Elder Care