The ABC’s of caregiving to seniors workshop videos.
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Did you miss our workshop? No worries, we filmed it. Our videos are now on our site.
Category: Financial & Legal
Our 5 newest estate planning project videos are now on our site
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Did you miss our estate executor workshop? No worries, we filmed it. Check out the speaker’s videos.
Estate planning IS for everyone.
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Did you know that there can be more than 70 individual tasks associated with settling an estate?
Are you an Estate Executor now or expect to be in the future?
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Being an Estate Executor is an important job. Come to our FREE Workshop. This is one workshop you cannot afford to miss.
Caregiving to parents who no longer live together is complicated.
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Thought your parents would also stay together as a couple? What “Grey Divorces” are doing to caregiving will shock you.
Health-care costs can threaten retirement portfolios and plans.
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“If you want control of what your elder years are going to look like, you need some kind of game plan for exactly what kind of care you want,” according to Susan Hyatt of Silver Sherpa.
Let’s talk about “Advance Care Directives”
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Start the conversation about your “End of Life Wishes” today.
Money Milestones: How to manage your savings once you become a parent’s caregiver
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Fit out-of-pocket expenses in your budget, if you’d like, but don’t take anything out of your own retirement savings.
It’s Tax Time. Canada Caregiver Credit.
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This year the CRA has a tax credit for family caregivers. Perhaps this will help your family. Check it out.
Beware your path to dealing with CRA issues.
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Obtaining disability tax credits is a fairly simple process and, unless the filer has a cognitive disability, should easily be able to obtain the appropriate credits. But even a caregiver, especially with Power of Attorney, should be able to obtain them relatively easily at minimal cost.
