Elder Management

Total 82 Posts

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

In Retirement Lifestyle Planning, Choose the Village Effect

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Spain is near the top of the list of Canadians who want a European retirement base, and Madrid is one of my favourite cities. The weather is one of many advantages to spending time in Madrid, so I decided to revisit it earlier this month. Older Canadians are back to travelling and searching out different lifestyles at pre-pandemic levels. While some wealth is being transferred from Baby Boomers to Gen….

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Caregiving, Elder Management, Smart Ageing

Arthritis Awareness and Planning Considerations

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Arthritis is not part of the normal ageing process and can steal one’s mobility, independence, and freedom to enjoy life without chronic pain. It is also Canada’s leading cause of disability and workplace limitations. Since September is Arthritis Awareness Month in Canada, I thought readers would be interested in learning the facts about arthritis in our country and what estate planners need to consider. Estate Planners Need to Look Beyond….

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Elder Management, Estate Planning, Smart Ageing
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