All About Estates

Category: Smart Ageing

Total 19 Posts

Plan Well to Relocate an Older Person Across the Country – Part 2

Well before deciding to relocate an older person across the country, carefully consider the pros and cons. It can be far more disruptive, stressful, and costly than you might think. A well-thought-out plan created a year or more ahead of the move can decrease negative impacts and increase the chance…

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Plan Well Before Moving an Elderly Person Across the Country

Moving a household from one place to another is near the top of the stress scale for most of us. With a rapidly aging population, families may consider moving an elderly person from one part of the country to another for various reasons. Major moves are disruptive and bring substantial…

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Romance (Scams) Are In the Air

Around Valentine’s Day, love is in the air, and so unfortunately, are romance scams. The Canadian Anti-Fraud Centre reported that romance scams skyrocketed[1] during the massive shift online caused by the COVID-19 pandemic, especially among older adults. Romance scams are now one of Canada’s most common frauds. As advisors, it is important that…

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2024 Learning Resolution: Longevity, Sibling Rivalry, and Wealth Management

For thousands of years, it has been a tradition for people in the Western world and some in the East to set New Year’s resolutions. Many see their resolutions as a refreshing start to the New Year – in with the new goals and out with the old. As we…

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Wishing You Time and Health for the Holidays

There seems to be a frenetic pace in the days leading up to the end of the year. There are so many lists to complete for clients, gifts, parties, and family celebrations. We are also taking stock, thinking about the new year, and reflecting on the year that has passed….

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Aging in Place 3: Innovative Approaches to Complex Cases

This article is the third in a series exploring the challenges people may face when they choose ‘aging in place’ at home. While health care and personal needs may be complex, the family members or attorneys may also have to manage the entire household. With the added complexities and potential…

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Aging in Place 2: Access to Online Health Information

Many older people are choosing the option of ‘aging in place’ at home, and as they age, some will have complex health care and personal care needs. To effectively plan for care and manage the care journey, the person responsible for managing their care will need easy access to secure…

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Give Thanks and Press the Pause Button …

Autumn is here, and as we prepare for the Canadian Thanksgiving weekend, it is a good time to reflect on how we are coping as busy professionals. In the last few years, the COVID pandemic has changed many things at work and at home. Estate planning professionals are busy with…

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Mobility is a Key Lifestyle Planning Factor

Mobility and being able to move independently is a crucial lifestyle planning factor people often overlook. As families are out enjoying the summer weather and travelling again, we wish more people understood that being able-bodied[1] and independently mobile is a temporary state. Life happens – a car accident or healthcare…

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Leveraging the Longevity Dividend – in an Ageing Canada

We are in the midst of a longevity revolution where people live longer and healthier lives. Economists in the US and UK have written about the longevity dividend or the benefits we could realize with this significant societal shift. Canadian institutions such as governments, corporations, and academics are starting to…

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