Elder Management

Total 78 Posts

Our Holiday Wish – Proactively Plan for Smart Ageing

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A red house buried in snow up to the bottom of the window.s

As the holiday season is upon us, do you have your shopping done, or are you the person who procrastinates to the very last shopping day? It’s human nature to put off to tomorrow what could be done today. This holiday season, I have one wish for you. When it comes to elderly parents, friends, or clients, don’t procrastinate! Life happens, and things like recurring snowstorms, as we saw in….

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Elder Management, Estate Planning, Smart Ageing

Financial Issues: An Early Warning Sign of Memory Disorders

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With holiday shopping in full swing, friends and family must be alert for financial issues with older people. Financial scams are also rising as we get closer to the holidays. If an older person falls victim to scams or has new problems with banking or paying bills, this could be the canary in the coal mine for recognizing memory disorders. There is an emerging body of research linking problems with….

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Elder Management, Smart Ageing

Considerations for Choosing a POA for Personal Care – Choose Wisely

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Father speaks to son. They are sitting on a couch in a living room. Father gesticulates to son.

The blog post, Why You Need a POA When You Are Alive, explored the importance of appointing Powers of Attorney for Property and for Personal Care. While a Will may anchor an estate plan for distributing assets after you have passed, you will need a substitute decision-maker in place if you lose the capacity to act for yourself. Your Attorney may need to make personal and sensitive decisions on your….

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Elder Management, Power of Attorney, Smart Ageing

Why you Need a Power of Attorney When You Are Alive

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November is Make a Will month. It is reported that more than 55% of Canadians are without a Will. Still, it is a must-have for anyone with property or assets. While a Will may anchor an estate plan, it is only executed when you pass away. Even more compelling is that while we are alive, we may need someone to act on our behalf if we cannot speak for ourselves…..

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Elder Management, Estate Planning, Executors, Power of Attorney, Smart Ageing

Financial Fraud Against Older People: what are banks doing about it?

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“Your credit card starting with 4567 has been locked due to suspicious activity.  To restore access to your account, please verify your information using the link below.”  Older people are 33% more likely to lose money in a scam than any other age group, according to Elder Abuse Prevention Ontario, and only 5% of victims report it to the police.   Once someone has been defrauded, they are likely to be….

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Elder Care, Elder Management, Interest

Insights to Make an Elder Planning Conversation Easier

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A family celebrates Thanksgiving.

Crisp, cool mornings and warm afternoons mean Autumn is here. Rosh Hashanah began last week, and Thanksgiving weekend is coming soon. It’s a time for friends and family to give thanks. It’s also the perfect time for families with older adults to consider pressing ‘The Plan Button.’ It could be time to start, re-open, or continue family elder planning conversations. And we know it’s not always easy. You may have….

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Elder Management, Smart Ageing
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