Archive for the ‘Family Conflict’ Category

How To Be (Better)Prepared For Your Next Medical Appointment

Monday, February 23rd, 2015

In my day to day work, I have the opportunity to attend medical specialists appointments with my clients. Many POA's for Personal Care may find themselves in this role as well. As part of this preparation, their medical history is reviewed and summarized including highlighting the ...

The Rush to Avoid the 21 Year Deemed Disposition Rule: a Word or Two of Advice

Thursday, December 18th, 2014

As a professional advisor over the years, I have learned to accept good advice as well if not more than giving it. Recently, Colleen Ma of Dunphy LLP wrote about how the rush to avoid the 21 year rule for discretionary family trusts can lead to real problems if not executed ...

An Estate’s Family Holiday Jingle- 2014

Tuesday, December 16th, 2014

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 deserves. Come on siblings and get off your ...