Elder Planning

 

 

Estate Planning Resources

Will Planning Checklist

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences.  Here is a checklist of some of the issues that should be discussed before you make your Will:

Personal Record Keeper

Take the time to document the important information in your life, such as your household accounts, savings and insurance plans, and who your professional advisors are. Not only is this a convenient way to keep a better handle on your personal and financial information, it also becomes an invaluable tool for your loved ones should anything happen to you.

Executor’s Handbook

When you become an Executor you are really becoming a legal Trustee with all the rights and responsibilities that come with that position. This handbook provides you with a solid overview of estate settlement and will hopefully provide you with some useful information and tools to expedite your responsibilities in a timely and competent fashion.

Looking for a retirement home?

If you - or somebody you know - are considering moving into a retirement home, here's a list of questions to consider when choosing a facility.

CPP AND OAS

click here to apply for your CPP pension and to obtain information pertaining to other Government of Canada retirement programs.

Stages of Caregiving:

Click here to learn more.

Palliative Care:

Click here to learn more. 

Ailing Parent Home Care:

Click here to learn more.

Institutional Care:

Click here to learn more.

Tax Issues:

Click here to learn more.