Elder Wealth

How can you help your parents as they face the challenges of aging?

  • Provide trusted community resources

  • and experienced guidance

  • Address challenges of income planning

  • Support executors and the transfer of assets

  • Guide Family Meetings and transition planning

  • Help navigate health care system and services

Peter & Fran share their experience as a family planning initially through their parents elder care transition, and ultimately how their grown children's needs are evolving as wealth passes between the generations.


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Your aging journey

Retirement living considerations

As we grow older, we will likely be forced to examine our living situation and whether it is suitable or appropriate as our health and wellbeing needs change. Many of us put off thinking about this transition, preferring to stick with our current arrangements; but the reality is that advanced aging means we will all likely need extra help. The question is, what degree of help and how should we plan for this phase of our life. Facing these key questions will help each of us determine the most suitable accommodation for our own unique circumstances.

One approach is to think of the later years in terms of three key stages:

From 65-75: Ideally, you’re still active and healthy and enjoying retirement or semi-retirement.

The late 70s and beyond: Many individuals may start to slow down, experience declining health and may require additional care.

Additional care: The unfortunate reality for many of us is that we may eventually require more substantial nursing care provided by a long-term care facility.


To learn more about how you can plan your aging journey please - click here.








Have you discussed widowhood?

Tips for proactive financial planning

For your peace of mind

Widowhood is, unfortunately, a reality faced by all couples. Losing a partner is a life-changing event, regardless of the situation. But while you don’t have control of the circumstances, you can take steps now – with the help and support of my team – to prepare financially. By shoring up your financial picture, you and your life partner can ensure that the surviving spouse is well taken care of. This peace of mind is priceless. On the surface, at least, any estate-related planning may seem overly calculated or premature, particularly if you’re a younger or middle-aged couple in good health. Indeed, widowhood may be something you don’t want to (or don’t feel ready to) think about, let alone plan for. But with some advanced planning for any difficult situations ahead, you and your life partner can help protect the surviving spouse, your family and your assets whatever life stage you’re currently at.


Here are some key planning matters to consider.