Elder Care: Financial and Estate Planning

This workshop will address your financial planning concerns as you care for your aging relative. Questions that will be addressed include:

  • How important is a will and what happens if there isn’t a will in place?
  • Do I need to have a power of attorney? Are there different types? What if we have a joint bank account?
  • When my parent dies what taxes will I be responsible for?
  • What about property and property deed transfers?

Ed Esposto, Consultant will present a summary of estate planning basics from a legal and tax standpoint. He is a lawyer with Connor Clark Private Trust in Toronto.