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Play Episode 1 -
Introduction.
This show provides an overview of the series, identifying the topics and
sharing excerpts of the content.
Play Episode 2 -
The Executor.
Play Episode 3 -
Home Sweet Home.
This shares with viewers planning techniques and mechanisms to successfully
manage changes to seniors' social, residential, financial, health and legal
environment.
Play Episode 4 -
The Cottage.
This explains the tax challenges of the process, techniques to minimize these;
planning alternatives to pass on the property while living or by the Will;
protective measures that can be taken now to reduce risks of financial problems
and advice on avoiding sources of multiple owner friction that can change a
cottage from a family haven into a bone of contention.
Play Episode 5 -
Family Pressures.
Many people today are still helping launch their children successfully, while
accepting an increasing responsibility for ageing parents. This show shares
tips and techniques for handling these family pressures.
Play Episode 6 -
Modern Relationships.
Common law relationships, separations and divorc4es, remarriages and merged
families are facts of modern life. Each of these familiar life developments
brings with it a unique set of financial, legal, tax and other complications.
Play Episode 7 -
Inheritance.
This shares expertise on the challenges and impact of the huge wealth shift
between generations: how the senior generation can preserve, plan and protect
the inheritance, and how the beneficiary generation can make certain their once
in a lifetime windfall of inheritance becomes a lasting benefit and not just a
wasted opportunity.
Play Episode 8 -
Suddenly Alone.
This describes health, financial and legal safety nets that can be prepared now
and implemented in the future when a senior finds him or herself suddenly
alone.
Play Episode 9 -
Disabled Dilemma.
Disabled family members need special help to ensure they have adequate
provisions and protection during and after the parents lifetimes. Special
problems require special planning techniques, illustrated here.
Play Episode 10 -
Business and Farm Succession Part 1.
Many people are self employed, whether in business or on a farm. At some time
the farm or business must pass on to others. This show shares strategies to
plan for this transition.
Play Episode 11 -
Business and Farm Succession Part 2.
Play Episode 12 -
Aging Parents.
This focuses on the needs of aging parents, including coping with the effects
of diminished mental capacity, increased health frailty, financial management
issues, residential choices, protection from scams and con artists, and family
frictions.
Play Episode 13 -
Quick Tips and Wrap Up.
This show is an overview of the series, with specific tips and advice on a
variety of valuable estate planning topics.
If you'd like to borrow a copy of the DVD's which contain these
episodes, please telephone Dave Adams 748-2337 ext. 380 or email him at
dadams@fivecounties.on.ca
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This page was last updated on May 1, 2008
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