Lee Anne Davies
Lee Anne Davies

is the writer of the Ageonomics blog, where she explores how aging is associated with financial and health risks. Lee Anne's education includes a PhD in Aging, Health and Well-being and an MA in Gerontology and Health Studies from the University of Waterloo. She recently co-authored the book “When Life Bites You in the Wallet.”

is the writer of the Ageonomics blog, where she explores how aging is associated with financial and health risks. Lee Anne's education includes a PhD in Aging, Health and Well-being and an MA in Gerontology and Health Studies from the University of Waterloo. She recently co-authored the book “When Life Bites You in the Wallet.”

Articles by Lee Anne Davies

Article: Will Making

A human perspective on Wills and other documents

by LEE ANNE DAVIES


Will-making – a very human perspective. The lawyers and financial planners are the go-to people to discuss estate planning and wills. Most of us avoid these discussions and, quite honestly, most of the discussions are boring or scary or both. Based on this, avoidance seems like the rationale thing…

Article: Will Making

You are not your diagnosis – Decision making & wills

by LEE ANNE DAVIES


Retaining your personal autonomy in difficult times. The emotional impact of receiving a diagnosis of Alzheimer’s will be very personal. How you deal with these emotions and your pathway through the disease process will also be unique to you. You may benefit from medications that slow disease progress…

Article: Will Making

Key Documents & Directions Misnamed, Misunderstood, Misplaced

by LEE ANNE DAVIES


At the time of death, property and other assets make up a person's estate as discussed in the second article in this series which is titled "Financial threats". The will directs the distribution of the estate and is carried out by the executor. If no will exists or is valid the estate is distributed…

Article: Will Making

Financial Threats

by LEE ANNE DAVIES


Cowardly is the only way to describe people who target those living with Alzheimer’s for the purposes of financial gain. Statistics show these people are most likely to be your family, friends or neighbours. It is deeply hurtful to even remotely consider that someone from your most trusted group of…

Article: Will Making

Finances – Do not disengage

by LEE ANNE DAVIES


Simplify, protect and distribute an estate according to your wishes You may be inclined to ignore your finances while dealing with your diagnosis of Alzheimer’s, but it is important to begin assessing any financial vulnerabilities you may have. This is not the time to disengage from the management…

Article: Will Making

Your home and financial changes

by LEE ANNE DAVIES


Preparing your home for financial safety is often overlooked Close the door to your home, be comfortable, feel safe and try not to think about the many changes taking place in your life. This is your sanctuary. Regardless of its size or status, this is your private place where you can be yourself. Likely…

Article: Will Making

The changing landscape for end of life

by LEE ANNE DAVIES


A vast range of change is afoot from social mores to legislation The world of Alzheimer’s disease continues to experience a great deal of change. Not only are people under the age of 65 living with the disease due to early diagnosis, but a more demanding generation, the baby boomers, are aging into…

Article: Will Making

Don’t let these conversation topics stay on your wish list

by LEE ANNE DAVIES


Your loved ones need to hear your priorities When it comes to financial matters, communications are necessary in order to avoid or at least minimize family conflict and long term feelings of resentment. It is not unusual for families to struggle with questions on finances and to be concerned about impact…

Article: Money

What to watch for over the holidays

by LEE ANNE DAVIES


While we’re feasting, caroling and opening gifts, many of us will celebrate the holidays with family members we have not seen for a long time. If your travels include visiting with older people , you may be surprised by their change in abilities – especially if you haven’t seen them for a while. …

Article: Money

The essential checklist: take it to the bank

by LEE ANNE DAVIES


Visiting a bank or other financial office can be challenging. Even in today’s electronic world some financial matters need to be handled in person at the financial institution. Keeping an individual with early or mid-stage Alzheimer's participating in the management of their money for as long as…

Article: Money

Milestone gifts and other habits to honor

by LEE ANNE DAVIES


When becoming your loved one's financial historian, it's not just about looking after their investments and bank accounts. Just because someone cannot remember a financial detail does not mean that it isn’t important to him or her. This may seem obvious when the forgotten detail is of substantial…

Article: Money

Dollars and Sense: Need for a relay team

by LEE ANNE DAVIES


The early stages of Alzheimer’s are often characterized by denial. But when it comes to personal finances, vigilance is the watchword. You're going to need a relay team. The Clock is Ticking An unpaid bill, a lost wallet, or an overdrawn bank account may be the indicators that shift your nagging concerns…

Article: Money

Caregiver: You are a financial fraudster’s target

by LEE ANNE DAVIES


At a time when your caregiving is increasing, you may find that friends and even strangers will reach out to help. Yet, for a few, your stress is their opportunity to target you. This is undoubtedly cowardly – but also unfortunately true. Your exhaustion is a financial fraudster’s opportunity. The…