Downsizing for Seniors: The “Project”

This can be a difficult and challenging project. There are several issues to take into consideration: Assembling the Team, Finding a suitable location, Finding a Property within the Right Price …

Who is a Senior?

That’s an interesting question. There are Seniors and then, there are senior Seniors. I do appreciate that anyone over 55 can get a certain discount as they travel. That’s just …

Power of Attorney Use

QUESTION Helen, the daughter holds a Power of Attorney (POA) from her mother Gertrude, who has been diagnosed with dementia. Gertrude called a real estate agent to list her property …

Joint Tenancy Issues in Ontario

Question: Bob and Martha are brother and sister, they were left a house by their mother, as joint tenants. Martha dies. Can you list the property right away, on Bob’s …

Estate To Uses

An estate means an “interest in land”. An estate to uses, is short for “to such uses as the settlor may appoint”.  In this case, we have a trust for …

Business Financing

Let’s assume that for some reason you feel compelled to offer and assist someone who needs financing for their business. What security do you want? Well, you should get everything …

Powers of Attorney

Basically, there are two kinds of Powers of Attorney: Personal Care, General for Assets. Most people need them both. The first one deals with daily living decisions which affect the …