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 Planning’ I was only considering the Will component, the gift left to a particular charity, once the […]
Power of Attorney
Originally 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 in thinking about and planning for a time when they […]
Originally posted @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, although I do not have any statistical data, my subject matter experience tells me […]
If an older individual was brought to your law office by a non family member and they wanted to appoint the individual as POA for Property and Personal Care, would you be suspicious? Or what about if the request was to either change a will or to make a will, naming this individual as a […]
Originally posted @allaboutestates.ca I had the pleasure of recently attending the B’nai Brith Canada Estates and Trusts Group annual seminar, titled Power of Attorney Disputes. It was a wonderful opportunity to watch some of Ontario’s finest estate lawyers play different roles (feuding siblings and mediator) as well as hear their professional perspective on various aspects […]
Originally posted @allaboutestates.ca Further to my colleague Diane Vieira’s March 15, 2017 blog, in which she summarized the Law Commission of Ontario report on legal capacity, decision-making and guardianship in Ontario, I wanted to highlight some key recommendations that I found to be particularly relevant. Over the last while, I have noticed a few changes […]
Originally posted @allaboutestates.ca on January 21, 2016: I am currently working with two wonderful sisters who are in their 90’s. Neither ever married, neither had children and all other family has pre-deceased them. These ladies have been completely independent, living on their own in a rented apartment, where they have lived since the building was […]
Many people believe that if something happens and they are unable to make decisions for themselves, their family can do so for them. This is not necessarily true. For financial decisions, legal authority is needed. You can give this authority by naming someone in a continuing power of attorney for property. For personal care decisions […]
With the holiday season around the corner, families will be spending more time together. Elder caring expert, Audrey Miller discusses how the holidays can be a good time to notice change and be proactive in a supportive and non threatening way. For many of us, holidays can be a difficult time. They can be filled […]
Originally published at allaboutestates.ca on May 13, 2015 We are seeing more and more seniors who are outliving their family and friends whom they had named as their POA and are now alone. Fortunately, when the banks are named as POA for property, they are able to step in and start acting when needed. However […]
