Our 5 newest estate planning project videos are now on our site
Did you miss our estate executor workshop? No worries, we filmed it. Check out the speaker’s videos.
Read Our 5 newest estate planning project videos are now on our site
Estate planning IS for everyone.
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?
Being an Estate Executor is an important job. Come to our FREE Workshop. This is one workshop you cannot afford to miss.
Read Are you an Estate Executor now or expect to be in the future?
Caregiving to parents who no longer live together is complicated.
Thought your parents would also stay together as a couple? What “Grey Divorces” are doing to caregiving will shock you.
Read Caregiving to parents who no longer live together is complicated.
Health-care costs can threaten retirement portfolios and plans.
“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.
Read Health-care costs can threaten retirement portfolios and plans.
Let’s talk about “Advance Care Directives”
Start the conversation about your “End of Life Wishes” today.
Money Milestones: How to manage your savings once you become a parent’s caregiver
Fit out-of-pocket expenses in your budget, if you’d like, but don’t take anything out of your own retirement savings.
Read Money Milestones: How to manage your savings once you become a parent’s caregiver
It’s Tax Time. Canada Caregiver Credit.
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.
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.
The Rights of Residents in Retirement Homes and Long-Term Care Homes.
Do you have a loved one currently or planning to move into a LTC or a retirement home in Ontario? If so, you need to read this article.
Read The Rights of Residents in Retirement Homes and Long-Term Care Homes.