Audrey quoted in article by Catherine Harris: Do you have clients who have aging parents? Do you know how to help these clients prepare for what may lie ahead? Although this issue is not strictly included in your mandate as a financial…
Originally posted @allaboutestates.ca While the majority of my work is assisting with the living process, these past few week has been occupied with planning for the dying process. I am currently working with two wonderful ladies who have…
Originally posted @allaboutestates.ca This was the frantic call I received from a daughter this past Friday. The hospital was discharging her 90 year old mother but had omitted to confirm that services and follow up medical appointments…
Originally posted @allaboutestates.ca I had the pleasure last week of being a panelist as part of the Canadian Association of Gift Planner’s mentoring & education breakfast, on the topic of Ethics. When I had previously thought of ‘Gift…
Originally posted @allaboutestates.ca What does this mean exactly? Does it mean a greater discount at Shopper’s or at Timmy’s. I don’t think so…… It is actually a reminder to all of us to acknowledge the great contribution made by seniors…