Estate Planning

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The Demanding Charitable Beneficiary

A few years ago, I met a couple who had served as co-executors for an aunt’s estate. This aunt had left a large residual bequest to three well-know charities. Her executors were quite bitter about the way the charities had handled the bequests. The charities had the temerity to question the executor fees and demand that there be a passing of accounts. Upon reflection, I was struck not by the….

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Estate Planning

Did I mention that January is Alzheimer’s “Do Not Forget” month?

Frequent memory loss that affects day-to-day function, Difficulty performing familiar tasks
Problems with language, making it difficult to be understood,Disorientation of time and place, including getting lost even in familiar places
Poor or decreased judgment, Problems with abstract thinking, Putting things in inappropriate places
Sudden changes in mood or behaviour . What Can This Be?….

Did I mention that January is Alzheimer’s “Do Not Forget” month? Continue Reading »

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