Smart Ageing

Total 68 Posts

SMART AGEING, SMART ESTATES. Episode 3: Why You Need a Lifestyle Plan

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Most estate plans focus on what happens to your assets after you die. Far fewer estate plans address an equally important question: how do you want to live if your circumstances change before you die? If you lose your independence before your death, who will help you manage your life? Episode 3 of Smart Ageing, Smart Estates explores the lifestyle plan, which is a practical companion to legal and financial….

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Estate Planning, Podcast, Smart Ageing

Thanksgiving – Time to Take Stock About Longevity Planning

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October is the perfect time of year to pause from your busy schedule, be grateful for what you have, and take stock of planning for older family members. As our family and friends gather for Thanksgiving weekend, take some time for yourself and your family. It’s a wonderful time of year in Canada to get outside, explore farmers’ markets, and enjoy the leaves changing in all their glory. And it’s….

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Elder Management, Smart Ageing

When a power of attorney is not enough: planning for the realities of ageing and capacity

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What does it take for a power of attorney to work when a family actually needs it? Early listeners to SMART AGEING, SMART ESTATES told us they valued the combination of ageing and estate expertise, the client-friendly discussion, and the stories and examples that brought the issues to life. That combination of a smart ageing and estates approach is important because powers of attorney raise both legal and practical questions…..

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Estate Planning, Podcast, Smart Ageing

Happy Hour Freedom in Retirement Living

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four people at a table raising glass flutes in a toast

As summer draws to a close, some of our older clients and their friends are thinking about moving to a retirement home. It’s important to work through the benefits and drawbacks as well as the costs of such a move well in advance of doing so. And don’t underestimate the quality-of-life factors that are important such as socializing with others and various opportunities to engage within the community. Happy hour….

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Elder Management, Smart Ageing

Every Transition Needs a Plan

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a healthcare provider is talking with a elderly patient about discharge planning at the entrance of a hallway

In the article Lifestyle Changes Bring Increased Risk to Older Clients, Part 1, there is a scenario about a couple in their nineties with no children. Each had named the other as Attorney for Property, and neither had signed a Power of Attorney for Personal Care. Their financial advisor learned that he was the emergency contact when a hospital social worker telephoned him about a discharge plan already being deployed…..

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Elder Management, Power of Attorney, Smart Ageing

Planning for Diminished Capacity

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This week, we are revisiting a three-blog-post series about planning for diminishing capacity. Diminishing capacity is a very complex topic. It may happen quickly or be a long, slow decline in the ability to make effective decisions. The risks can be devastating, impacting a person’s health and financial well-being. Recent research suggests that certain unusual behaviours in managing finances could be an early warning sign of pre-dementia or dementia. In….

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Elder Management, Smart Ageing
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