Estate Planning

A Canadian contribution to the commonly used cognitive screening instruments is the Montreal Cognitive Assessment (MoCA), published by Nasreddine et al in 2005.  Unlike the Mini-Mental State Exam (MMSE) or the clock-drawing test (CDT), the MoCA is designed to detect more subtle impairments of cognition, known clinically as Mild Cognitive Impairment (MCI).  Like the MMSE, it is scored out of 30, which can cause a misunderstanding about the severity of….

For some time I have intuitively believed that because individuals are living longer that estate transfer values must be on the decline. I also believe this statement jives with Modigliani’s ‘life-cycle’ theory that essentially suggests that individuals accumulate capital primarily for retirement, not necessarily to create an ‘Estate’. Thomas Piketty, a Professor at the Paris School of Economics, recently authored a book ‘Capital in the Twenty First Century’. His book….

I have been a practicing social worker for over 30 years. During this time I have tried to not “social work” my family. Not an easy feat especially over the last 10 years since starting Elder Caring and having aging parents. This past weekend I returned to my home town for a visit with my mother. I thought it would an excellent opportunity to complete the new EC “Wellness Binder”….