All About Estates

Category: Caregiving

Total 84 Posts

When Leaving Your Premises for Medical Reasons and Never Go Back: Need a Plan

I do a lot of work in the insurance industry. Recently, I came across a court case which I thik is a cautionary tale for estate planners and executors. In Gregson v. CAA Insurance., 2021 ONSC 3041, Ms. Gregson was a property owner and name insured on March 17,2017 when…

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Adult Dependent Children: ‘Grown ups’ who need support on a lifelong basis

We are living longer- everyone is.  Over the last few months I have seen an increase in referrals by older adults who are doing their estate planning AND need to  ensure care and financial arrangements are in place for their adult dependent offspring. My legal and trust colleagues can describe…

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Yesterday I watched the US Open & Thought About My Dad:

 It does seem like only yesterday because, while time has not stood still, sometimes our sentiments don’t change. The event and message is the same. It is a few years later and there is a new US golf champion. We still however miss those who are no longer around. It…

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Bye bye May, hello happiness…..

Here we are at the end of May; warmer weather ( except for last week’s snow), longer days and the promise that this current stay at home order will be ending soon. Restrictions are starting to let up. Outdoor dining, in store shopping and haircuts are hopefully  resuming. However for…

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Disability Tax Credit

The 2021 Federal Budget included proposals that would see an expansion of the Disability Tax Credit to more Canadians. The Disability Tax Credit (DTC), with a value of $1,299 for 2021, is a non-refundable credit intended to offset the impact of disability-related costs. In order to claim this credit, a…

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Suggestions to Reduce the Potential for Elder Financial Abuse

I suggest that improved screening for vulnerability to abuse is clearly needed for seniors appointing family members as attorneys for property.

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You can’t choose your family but you can choose your friends

Further to my fellow blogger’s April 4, 2021 read, I thought I would continue the discussion on the importance of appointing an attorney for property and my particular area of interest, care.  Have you ever wondered what would happen if you didn’t have a family member who could assume the role…

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MAID Update – Bill C-7

The senate has passed Bill C-7, which introduces changes to Canada’s Criminal Code provisions regulating MAID. The changes will create a new, two-track system for applying for MAID.

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Holidays and Family Traditions – COVID style

This past weekend we celebrated the first night of Passover; and I think this holiday was the hardest one for me.  Regardless of what and how you celebrate, for many the family and cultural connections rather than any religious significance is what we hold on to.  Last year this time…

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Mom Loved You More

My fellow blogger recently wrote about family meetings and estate planning.  There has been much written on the importance of power of attorney documents, who gets named, their responsibility and conflicts that have arisen as a result thereof. While the focus of most disputes has to do with money and the…

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