Elder Management

Total 78 Posts

Burials in Rural Ontario – Make Sure You Plan for Interment Rights

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A view over an old stone fence into a cemetary, framed by an abundance of trees in full leaf.

As planners working with elderly clients and their families, we encourage people to plan their lives until the end of life and document their wishes for the care of their body after death. People often express their wish to return to a rural community for burial. However, since the COVID pandemic, it is surprising how much has changed in small-town cemeteries across Ontario. Be sure to also plan for interment….

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Elder Management, Executors, Funeral Planning, Wills

Plan Well to Relocate an Older Person Across the Country – Part 2

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An older woman is packing boxes in her living room.

Well before deciding to relocate an older person across the country, carefully consider the pros and cons. It can be far more disruptive, stressful, and costly than you might think. A well-thought-out plan created a year or more ahead of the move can decrease negative impacts and increase the chance of a successful move. Part one of this article reviewed why elderly people might be moving long distances, such as….

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Elder Care, Elder Management, Smart Ageing

Plan Well Before Moving an Elderly Person Across the Country

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senior-man-smiling-confident-holding-blackboard-new-home

Moving a household from one place to another is near the top of the stress scale for most of us. With a rapidly aging population, families may consider moving an elderly person from one part of the country to another for various reasons. Major moves are disruptive and bring substantial change on multiple levels, which can eventually affect a person’s physical and mental health. Without a well-thought-out plan, the results….

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Elder Management, Smart Ageing

Romance (Scams) Are In the Air

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The image depicts a desktop computer with a picture of a broken heart on the screen in a somber atmosphere to describe the theme of romance scams.

Around Valentine’s Day, love is in the air, and so unfortunately, are romance scams. The Canadian Anti-Fraud Centre reported that romance scams skyrocketed[1] during the massive shift online caused by the COVID-19 pandemic, especially among older adults. Romance scams are now one of Canada’s most common frauds. As advisors, it is important that we educate our clients and families on the rising incidence of romance scams and actively discuss how people fall victim…..

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Elder Management, Smart Ageing

Beyond Alzheimer’s Awareness – What You Really Need to Know

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Cartoon of a big white brain behind an older adult walking with a cane to represent dementia.

January is Alzheimer’s Awareness Month in Canada. Just how aware are we in Canada? And what do we really need to know to plan for a growing dementia population effectively? The Cambridge Dictionary defines awareness as “the knowledge that something exists or understanding of a situation or subject at the present time, based on information and experience.”  While estate planning professionals often acknowledge the upward trend of Alzheimer’s cases and….

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Elder Care, Elder Management

2024 Learning Resolution: Longevity, Sibling Rivalry, and Wealth Management

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an empty arm chair with a lamp beside it in front of a bookcase that extends along the wall

For thousands of years, it has been a tradition for people in the Western world and some in the East to set New Year’s resolutions. Many see their resolutions as a refreshing start to the New Year – in with the new goals and out with the old. As we enter this Leap Year of 2024, it’s a good time to update our knowledge and share resources on hot topics….

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Elder Care, Elder Management, Family Conflict, Smart Ageing
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