Personal Planning:
- Certified Professional Consultant on Aging
- Power of Attorney
- Promissory Notes
- Representation Agreements
- Wills, Codicils
- Estate Planning
Donna is a Certified Professional Counsellor on Aging
A Certified Professional Counsellor on Aging is a professional dedicated to providing the highest quality of service possible to their Boomer and Senior Clients. A CPCA understands the basic processes of aging, and how these processes influence the health, social and financial consideration of mature Canadians.
For example, CPCA’s learn about the physical, social and psychological aspects of aging, understand how grief and loss affect each of us, learn about financial and estate planning requirements, wellness, spirituality and most importantly, the ethics of dealing with older clients.
All CPCA’s must sign a Code of Professional Responsibility, and agree to abide by that Code, placing their clients best interests in the forefront at all times. These commitments are monitored by an Independent Board of Standards, dedicated to preserving the integrity of the CPCA designation.
CPCA’s receive ongoing education about the unique needs of Canada’s aging population. Canadian CPCA’s participate in the World’s largest Membership Organization educating people about aging - learning for the best , while sharing and representing the unique Canadian experience.
Certified Professional Counsellor on Aging have supplemented their individual professional licences with knowledge about aging and working with seniors.
Wills and Estate Planning
Do you have a Will? Have you protected your estate for your beneficiaries?
What is estate planning?
In situations where there is no Will, your estate will be distributed pursuant to the laws in the province where you live. These laws vary from province to province and are inflexible and may not take into consideration the care of people you may wish to remember. The surviving spouse gets only his/her legal portion and the law does not consider the varying needs or merits of those who, by relationship, may be entitled to share.
If you want any particular distribution of your personal items, heirlooms, assets among certain family members, you could benefit from good estate planning.
A Will allows you to select the individual to administer your estate. If you die without a Will, the court will appoint an administrator.
A Will also allows you to appoint a guardian for your children.
If you have recently married or divorced, your current Will may not be valid.
If there have been recent births, deaths or marriages in the family, your Will should be reviewed.
Your Will is one of the most important documents you will sign.
For an estate planning session with Wills, call Donna’s office and book an appointment. The process is two appointments, the first to give instruction and receive some estate planning. Donna will let you know what you need in your Will as per the laws in British Columbia. You want to make sure your Will covers all the ‘what if’s” and Donna can help you do just that. She will discuss your personal needs and those of the family. The second appointment will be for a final review and to sign your Will.
Don’t put if off any longer! Why let our government make your last wish decisions.
