Originally posted @allaboutestates.ca My colleague Dr. Shulman in his July 30, 2019 blog “What an Attorney for Personal Care Can Do” described the roles of the substitute decision maker and the very important part they play in ensuring their loved one’s…
Read moreOriginally posted @allaboutestates.ca Thank you Sally Lee for your blog last week titled ‘Pre-arranging for Personal Care’. My colleague has discussed such an important topic and it is one that I feel strongly about. I felt this blog spoke to me…
Read moreOriginally published @allaboutestates.ca My fellow bloggers and I write frequently about Powers of Attorney, however my concerns are often focused on the lack of planning when it comes to making Powers of Attorney for both Personal Care and Property. More specifically,…
Read moreOriginally 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 Planning’…
Read moreOriginally posted @allaboutestates.ca This past week I met with two new clients who were both single women in their mid- 70’s. They both lived alone in their own condos and had retired from well-paying jobs. There were reaching out to EC to help guide them…
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