Smart Ageing

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Why you Need a Power of Attorney When You Are Alive

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

Why Snowbirds Need An International Lifestyle and Care Plan

Bondi Beach

Earlier this month, one of my fellow bloggers, Derek Hambly from Scotiatrust, wrote about the necessity of an international estate plan and the strategy of using separate wills for property or assets in another country. As part of a holistic Estate Plan, if you spend considerable time outside Canada, it’s equally important to consider your lifestyle and care plans. From a smart ageing perspective, an Estate Plan is much more….

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Estate Planning, Smart Ageing

Insights to Make an Elder Planning Conversation Easier

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

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

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

Elder Care Gaps In Divorce And Blended Families

5 or 6 couples in their 30s and 40s posing for a photo in the forest

Elder care gaps occur as family structures change, and there may be unanticipated and challenging consequences. For parents who have long divorced, those who have remarried, and those with blended families, this may mean that adult children are now dealing with three or more parents and stepparents. As the caregiver burden increases, blended families become more complex, and the potential for conflict increases. Impacts of Divorce and Blended Families on….

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Caregiving, Elder Care, Elder Management, Power of Attorney, Smart Ageing
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