Originally posted @ allaboutestates.ca Fidelity Investments released their third survey “Family and Finance” in June 2016. They interviewed families with a parent over age 55 and having an adult child over age 25. The key findings are very interesting. What parents want and what their children THINK they want is very different. 4 in 10 […]
Family Conflict
Originally published at allaboutestates.ca on March 3, 2014 Last weekend I was having coffee with a friend who is having surgery in the near future. She asked what I knew about Advanced Care Planning and asked me whether she thought her lawyer could assist. I did not hesitate to say that this is a very […]
As a professional care manager, I have the opportunity to attend medical specialists appointments with my clients. Many POA’s for Personal Care are also attending these appointments. As part of our preparation, their medical history is reviewed and summarized including highlighting the relevant reports, X-rays test results as well as including details of current medications; […]
Originally published in allaboutestates.ca on June 17, 2014: Continuing from my previous blog, the subject of Power of Attorney for Personal Care continues to require our attention. Fellow blogger Paul Fensom reviewed in his April 23, 2014 blog the results of the Scotia Poll finding that only 33% of respondents had a POA for property. […]
Originally posted on May 30, 2014 on allaboutestates.ca I attended an unveiling last Sunday and it was a wonderful reminder of how one’s community comes together to support one another in times of need. An ‘unveiling’ is the Jewish custom when the tombstone is uncovered. I have referenced Maurice Lamm’s 1969 publication The Jewish Way […]
Originally published in allaboutestates.ca on Feb. 24, 2014: This past week I attended a funeral of a friend of my son’s- age 24- who died in a road accident while on vacation. Every parent’s worst nightmare- to lose a child. Watching his parents and his grandparents toss earth to cover his coffin was heartbreaking. I […]
Originally published in allaboutestates.ca on December 19, 2013: A little holiday jingle ….. with new stanzas added. T’was the fight before Christmas, when all families know, It’s better to forgive than tell them to F. O., Mom probably liked you better, if memory serves, So while I am a P.O.A., she will get what she […]
Originally published in allaboutestates.ca on October 11, 2013: I had the pleasure of presenting at a recent Ontario Bar Association estates and trusts section session. The topic was ‘De-escalating the Family Feud’. Those of you who know me, know that one of my favorite expressions is ‘the only normal families are the families you don’t […]
Many families will be traveling this week for our Thanksgiving holiday. If you live in a different city than your parents, the time spent together during the holiday can allow you to see how well they are managing. Be aware of the small things and things that are different. For example, are you noticing weight […]
Originally published at allaboutestates.ca July 17, 2013: It is late Friday afternoon, the very start of my one week holiday to Vermont and with drink in hand, I sit down to enjoy reading the Globe and Mail. As I started the Report on Business, I was captured by beautiful pictures on a page and Stuart […]
