I have been working with the Royal Bank of Canada as their subject matter expert and have produced a series of educational videos on Seniors Finance and Caregiving for their advice centre. Please share and enjoy!
Planning Ahead: Are you part of the sandwich generation? Are you new to caregiving? We can help get you started. When is the time to start the conversation? Talk to your parents and siblings before there is crisis.
There Is No Place Like Home:Tips on making your home safer and the importance of reducing falls risks.
Emotional Cost of Caring: What is caregiver burnout? Learn about the importance of respite care and how to find it.
Staying Close At A Distance: How to stay close when you live apart. Importance
of having the conversation, powers of attorney and knowing your loved one’s wishes, when you live afar.
Balancing Work and Caring: Absenteeism, presenteeism, juggling too many roles? Tips for finding the balance.
Making the Right Move: Retirement, long term care, assisted living, what the difference? Learn about the 3 C’s™ of choosing a new residence.
Assume Mr. X died in early 2016. Mr. X’s estate appears to meet all of the requirements to be a graduated rate estate (“GRE”), except the 1st return has not been filed as yet to formally designate it a GRE. The estate made a charitable donation in early 2017; at...
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