Baby boomers are set to give a staggering $124 trillion through 2048 to heirs, according to market researcher Cerulli Advisors in a 2024 report. But are the next generations prepared to accept it or will they become “shirtsleeves to shirtsleeves in three generations”?
Curated Content Frequently Asked Questions

Is the Inheriting Generation Prepared for “The Great Wealth Transfer”?

  • September 18, 2025
  • 1 minute read
While Canada’s tax system doesn’t impose a traditional inheritance tax, estate taxes through capital gains, final income returns, and probate fees can still shrink inheritances dramatically. By leveraging these strategies, you can pass down more of your hard-earned wealth.
Curated Content Tax-Smart Strategies

Things to Know Before Filing a Loved One’s Final Tax Return

  • November 20, 2023
  • Less than a minute
Common Disaster Planning and the Estates of Barry and Honey Sherman | Curated Content | Disaster Planning | Estates Gone Wrong
Bizarre Bequests Curated Content

Common Disaster Planning: The Estates of Barry & Honey Sherman

  • May 25, 2021
  • 1 minute read
Putting conditions on bequests to heirs can ensure your beneficiaries act in accordance with your wishes. It could also spark litigation and harm family relationships.
Bizarre Bequests Curated Content

Conditional Bequests: Proceed with Caution

  • March 4, 2024
  • 1 minute read
Discussing your estate plan with your family may feel uncomfortable, but avoiding the conversation can create unnecessary confusion and conflict. Clear communication prevents misunderstandings and ensures your loved ones understand your intentions.
Communication Breakdowns Curated Content

How to Tactfully Discuss Your Estate Plan with Your Family

  • April 24, 2025
  • 2 minutes read
This full length in-depth documentary explores how some of history's wealthiest families were torn apart when their own children turned against the empires their ancestors built.
Curated Content Infamous Feuds

Wealthy Families Betrayed By Their Own Children: Documentary

  • July 9, 2025
  • 1 minute read
While the prospect of helping out a loved one may seem like an attractive opportunity, the informal nature of these loans carries the risk of non-payment. Relationships change and goodwill can disappear. Lenders may have to turn to legal claims to recoup their funds.
Curated Content Family Disputes

Informal Loan Agreements: Goodwill is Not a Guarantee

Inheriting Real Estate in Canada: What You Need to Know
Curated Content Property Pitfalls

Inheritance Tax & Cross-Border Rules: What Canadians Need to Know

The initial loss of a loved one is a traumatic experience all on it’s own, but the multitude of losses that follow are surprising, and just as painful. These "secondary losses" are all the messy, unexpected, complicated consequences that come after loss; they exacerbate feelings of sadness, isolation, and stress.
Curated Content Related Resources

Secondary Losses: The Ripple Effect of Losing a Loved One

Charitable Giving: Legacy is More than What You Leave Behind
Charitable Misgivings Curated Content

Charitable Giving: Legacy is More than What You Leave Behind

A charitable legacy can be an integral part of estate planning, providing a meaningful way to support community initiatives, educational institutions, medical research, or other important causes. The process involves allocating a portion of your estate to benefit causes or organizations you care about, but how is this done?
Charitable Misgivings Curated Content

How To Leave a Charitable Legacy through Your Estate Plan

valuable lessons learned from

Communication Breakdowns
& Family Disputes

Effective communication with your family and loved ones is vital... The consequences of ambiguity or misalignment between intent and execution can be significant, potentially leading to legal battles that deplete trust resources and damage family relationships.
Communication Breakdowns Curated Content

Estate Planning Case Proves Communication is Vital

  • September 30, 2024
  • 1 minute read
Dramatized Content Family Disputes

The Inheritance | Limited Television Series | 2023

  • September 4, 2023
  • Less than a minute
Fights Over Estates Can Tear Families Apart | Curated Content | Family Disputes | Inheritance Horror Stories | Estates Gone Wrong
Curated Content Family Disputes

Fights Over Estates Can Tear Families Apart

  • November 12, 2021
  • 1 minute read
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All Celebrity Estates Family Disputes Charitable Misgivings Common Mistakes Bizarre Bequests Long-Term Care Crisis Communication Breakdowns Property Pitfalls Digital Distress Guardian Safeguards
This summer, the Montana Supreme Court had to weigh in on a modern question: can a selfie video serve as a person’s last Will? The short answer was no. Stories like the Montana case can be useful teaching tools. They help illustrate that intent is only half the battle—validity is the other. 
Curated Content Digital Distress

Selfie Video Last Will and Testament? Still a Step Too Far!

  • August 28, 2025
  • 1 minute read
Recent Ontario Court of Appeal ruling reaffirms the modern cost approach in estate litigation: trustees who fail in their duties may not only be removed but may also bear the personal financial burden of their choices.
Communication Breakdowns Curated Content

Personal Liability for Costs Due to Breach of Fiduciary Duty: Ontario

  • July 22, 2025
  • 2 minutes read
Charity Awarded Over $1 Million After Will is Upheld | Curated Content | Charitable Bequests | Estates Gone Wrong
Charitable Misgivings Curated Content

Charity Awarded Over $1 Million After Will is Upheld

  • September 2, 2021
  • 1 minute read
We can do many things to make preparing our Executor and loved ones easier. However, the main thing is just to start having the conversation, even if it is little sentences at a time. Don’t leave your loved ones with such confusion that they end up resorting to stalking someone to get some answers as Carrie Bradshaw did!
Communication Breakdowns Curated Content

“BIG” Surprises in Your Will? Your Loved Ones Deserve a Spoiler Alert!

  • March 3, 2022
  • 2 minutes read
Your estate plan is your final gift to your family. It’s an opportunity to show your love and care in a lasting way. By pairing open conversations with strong legal planning, you can feel confident that your legacy will be one of harmony and understanding, not conflict.
Curated Content Family Disputes

Preventing Family Fights Over Inheritance: Alberta

  • September 22, 2025
  • 4 minutes read
Legal issues faced by the elderly population arise in almost all areas of legal practice; however, most commonly in real estate law, family law, human rights law, and wills and estates law.
Curated Content Long-Term Care Crisis

Power of Attorney & Estate Planning: Elder Law Canada

  • June 21, 2024
  • 1 minute read
AI and Ethics Collide: A proposal to use artificial intelligence to recreate the voice of late actor Robin Williams has reignited a contentious debate around consent, legacy, and the ethical boundaries of generative AI.
Celebrity Estates Curated Content

Robin Williams Voice Recreation Proposal Sparks Backlash

  • August 11, 2025
  • 1 minute read
Canada Pension Plan Embroiled in Long-Term Care Fiasco | Long-Term Care | Elder Care | Fraud | Estates Gone Wrong
Curated Content Long-Term Care Crisis

Canada Pension Plan Embroiled in Long-Term Care Fiasco

  • October 18, 2024
  • 1 minute read
Few things feel as delicate or as important as talking with a family member about long-term care. The team at CareOne is sharing tips to help you navigate the emotional conversations about long-term care options. 
Curated Content Long-Term Care Crisis

Long-Term Care: Navigating Emotional Conversations

  • June 15, 2025
  • Less than a minute
Are you planning to leave real estate to a loved one under your Will? Do you want that property to be transferred free of debt or other claims? Language matters!
Curated Content Property Pitfalls

Navigating Bequests of Real Estate: Language Matters!

  • August 8, 2025
  • 1 minute read
Even if AI tools produce legal documents that look valid, the risks are obvious. Can the court step in and fix errors in an AI-generated Will?
Curated Content Digital Distress

Testator Intent: AI Generated Wills Lack “Proof & Context”

  • September 4, 2025
  • 1 minute read
Aretha Franklin’s Handwritten Last Wishes: a Tale of Two Wills
Celebrity Estates Curated Content

Aretha Franklin’s Handwritten Last Wishes: a Tale of Two Wills

  • July 6, 2023
  • 1 minute read
guardian safeguards + eldercare nightmares

The Importance of Planning for
Custody & Long-Term Care

America's Elder Care Crisis is Here— And We're Not Ready | Long-Term Care | Elder Care | Estates Gone Wrong
Curated Content Long-Term Care Crisis

America’s Elder Care Crisis is Here & We’re Not Ready

  • December 15, 2023
  • 1 minute read
These early financial warning signs and risks are a crucial part of planning for diminishing capacity to protect a vulnerable family member...
Curated Content Guardian Safeguards

Diminishing Capacity: Financial Risks & Early Warning Signs

  • June 9, 2025
  • 1 minute read
If you’ve unexpectedly taken over legal guardianship of a minor or disabled person, you may be scrambling to figure out what your next steps should be...
Curated Content Guardian Safeguards

What to Do When You Unexpectedly Become a Guardian

  • November 21, 2020
  • 1 minute read
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Helpful Tips + Reference Guides

Related Resources

Mental Health Impacting Intergenerational Wealth Transfers [Podcast Episode]
Curated Content Related Resources

The Impact of Mental Health on Intergenerational Wealth Transfers

  • June 10, 2024
  • 1 minute read
Read More
Family Enterprise Canada: Effective Estate Planning Tools
Curated Content Related Resources

Family Enterprise Canada: Effective Estate Planning Tools

  • February 21, 2022
  • 1 minute read
Read More
Managing practical tasks while processing your own emotions creates a unique kind of stress that many executors are unprepared for. This guide offers strategies to help you navigate both journeys with more grace and less overwhelm.
Curated Content Related Resources

Strategies for Executors: Managing Grief While Managing an Estate

  • July 15, 2025
  • 1 minute read
Read More
7 Best Estate Planning Books for 2023 | It’s never too early to start planning your estate. You can be prepared with these seven books on estate planning.
Curated Content Related Resources

Resources: 7 Best Estate Planning Books for 2023

  • March 22, 2023
  • Less than a minute
Read More
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Recent Posts

What happens when the domestic tax rules of two different countries look at the same person and both conclude that the individual is a tax resident?
May 12, 2026

Navigating Dual-Residency: Canada’s Tax Treaty Tie-Breakers

Paris Jackson has gone public with allegations that the longtime trustees of her late father’s estate have been misappropriating funds and mismanaging one of the most valuable entertainment empires in history.
May 8, 2026

Jackson Estate: Is Michael’s Daughter Receiving Terrible Advice?

Ontario’s approach is deliberately cautious. A posthumously conceived child is entitled to inherit only if all statutory requirements are satisfied.
May 8, 2026

Posthumous Conception and Inheritance in Ontario

Mercedes Kilmer addresses mixed reactions to her late Father's precedent-setting AI-generated posthumous performance in "As Deep as the Grave"...
April 29, 2026

Kilmer’s Daughter Defends Late Father’s AI-Generated Performance

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Infamous Feuds + Celebrity Estates

Cautionary Tales

Battles over Marilyn Monroe's estate shed light on the challenges of protecting intellectual property rights posthumously. Disputes emerged over the ownership and commercial use of her image and likeness. 
Celebrity Estates Curated Content

Marilyn Monroe’s Estate Continues to Make People Rich… But Who???

The Menendez Estate: Who Got the Money?
Curated Content Infamous Feuds

The Menendez Estate: What Happened to the Money?

Controversial Prince Documentary Cancelled Over Estate Dispute
Celebrity Estates Curated Content

Controversial Prince Documentary Cancelled Over Estate Dispute

Ten Absolutely Vicious Fights over Inherited Fortunes | Curated Content | Celebrity Estates | Estates Gone Wrong
Curated Content Infamous Feuds

Ten Absolutely Vicious Fights over Inherited Fortunes

Billionaire Family Feuds: The 7 Biggest Disputes
Curated Content Infamous Feuds

Billionaire Family Feuds: Seven High-Profile Disputes

Elvis Presley’s Estate Planning Mistakes: Lessons for Us All | Curated Content | Celebrity Estates | Estates Gone Wrong
Celebrity Estates Curated Content

Elvis Presley’s Estate Planning Mistakes: Lessons for Us All

The Top 10 Estate Battles Of All Time | Curated Content | Celebrity Estates | Inheritance Horror Stories | Estates Gone Wrong
Celebrity Estates Curated Content

Probate Disputes: The Top 10 Estate Battles Of All Time

Suit claimed Dudesy podcast violated Carlin’s copyright, calling it ‘a casual theft of a great American artist’s work’... The lawsuit was one of the first in the US to focus on the legality of deepfakes imitating a celebrity’s likeness.
Celebrity Estates Curated Content

George Carlin’s Estate Settles Lawsuit Over “AI Doppelganger”

Paris Jackson has gone public with allegations that the longtime trustees of her late father’s estate have been misappropriating funds and mismanaging one of the most valuable entertainment empires in history.
Celebrity Estates Curated Content

Jackson Estate: Is Michael’s Daughter Receiving Terrible Advice?

From legendary musicians to business moguls, read on to discover some of the bitterest inheritance battles of all time. 
Curated Content Infamous Feuds

Battle of Wills: 25 Infamous Inheritance Disputes

Six Estate Planning Mistakes Celebrities Made | Curated Content | Celebrity Estates | Estates Gone Wrong | A will isn't enough...
Celebrity Estates Curated Content

Six Estate Planning Mistakes Celebrities Made

When high-profile celebrities pass away, their estate disputes often make headlines. However, the legal challenges their estates face are not exclusive to those of the rich and famous.
Celebrity Estates Curated Content

Prevent Costly Missteps: Lessons from Celebrity Estate Disputes

Gene Roddenberry is widely known as the mind behind Star Trek but less well known is his ugly estate litigation fight that centered around the definition of “Star Trek.”
Celebrity Estates Curated Content

To Boldly Go Where No Estate Litigation Has Gone Before

Hulk Hogan’s daughter can’t write herself out of the wrestler’s will, but she can refuse to take his money. The questions arising over who will inherit Hulk Hogan’s wealth offer important insights into how family estrangement can affect estate planning.
Celebrity Estates Curated Content

Hulk Hogan’s Will: a Lesson in Family Estrangement & Estate Planning

Mercedes Kilmer addresses mixed reactions to her late Father's precedent-setting AI-generated posthumous performance in "As Deep as the Grave"...
Celebrity Estates Curated Content

Kilmer’s Daughter Defends Late Father’s AI-Generated Performance

The Will of Marlon Brando: A Lesson in Estate Planning | Inheritance Disputes | Celebrity Estates | Court Battles | Estates Gone Wrong
Celebrity Estates Curated Content

The Will of Marlon Brando: A Lesson in Estate Planning

Barry White’s estate story is a heartbreaking reminder of how simple updates to your estate plan can save your family from unnecessary pain. His estate saga serves as a cautionary tale about the consequences of neglecting to update your estate plan after major life changes.
Celebrity Estates Curated Content

Keep Your Documents Up-to-Date: Lessons from Barry White’s Estate

The ongoing legal dispute within the Rothschild family over a stunning collection of art captures the intrigue surrounding one of the world’s most powerful families. As the case unfolds, the art world watches closely.
Curated Content Infamous Feuds

Rothschild Family Feud Erupts Over ‘Mini-Louvre’ Art Collection

Director Norman Jewison's wife cut him off from family, coerced him to change $30M will, lawsuits claimed. Legal fight between filmmaker's sons, 2nd wife highlights end-of-life struggles many families face...
Celebrity Estates Curated Content

Family Members Clash Over Director Norman Jewison’s Estate

TV Chef Blew £2.8million Inheritance: Leaves Only £33k to Family
Celebrity Estates Curated Content

TV Chef Blew £2.8million Inheritance: Leaves Only £33k to Family

Nearly 17 years after Michael's death, his daughter Paris has formally challenged the lawyers managing the estate. The dispute raises questions about transparency in managing one of the most profitable celebrity estates in entertainment history.
Celebrity Estates Curated Content

Michael Jackson’s Daughter Paris Challenges Estate Executors

Celebrity Estates Curated Content

Lessons To Be Learned From Failed Celebrity Estates

Jay Pritzker quietly built a $15 billion empire of more than 200 companies, including Hyatt Hotels Corp., and a network of 1,000 family trusts.
Curated Content Infamous Feuds

Pritzker Family Settles Dispute with $900 Million Agreement

Heirs to an iconic fortune sought out a wealth manager who would assuage their progressive consciences. Now their dispute is exposing dynastic secrets...
Curated Content Infamous Feuds

Getty Trust Issues: Dispute Exposed Family Secrets

The members of one of Canada’s wealthiest dynasties are now openly accusing each other of reckless spending, incompetent leadership and outright fraud... in a web of litigation so complex it could keep them bound up in court for years to come.
Curated Content Infamous Feuds

Stronach Family Trust Dispute: Inside the $500-Million Feud

The longstanding feud among the heirs of Sol Goldman’s vast New York real estate fortune has reignited. This is the latest chapter in a family conflict that dates back to the 1980s... 
Curated Content Infamous Feuds

NYC Real Estate Dynasty Heirs Intensify Feud Over Property Empire

The true story of a multi-billion dollar art heist and how they got away with it... 2009 Documentary follows the struggle for control of Dr. Albert C. Barnes' 25 billion dollar collection of modern and post-impressionist art.
Dramatized Content Infamous Feuds

The Art of the Steal | Documentary | 2009

real repercussions of inheriting real estate

Property Pitfalls

Tax Considerations for Inherited Properties: What You Need to Know | Property Pitfalls | Real Estate | Estates Gone Wrong
Curated Content Property Pitfalls

Tax Considerations for Inherited Properties: What You Need to Know

  • February 15, 2023
  • 1 minute read
Property owners who have used joint ownership as an estate planning tool to avoid the cost and delay of probate will need to revisit their plans in light of this decision.
Curated Content Property Pitfalls

Court Ruling Upsets Commonly-held Interpretation of Joint Tenancy

  • December 16, 2024
  • Less than a minute
If you are considering adding someone to the title of your home for estate planning purposes, it is essential to seek professional guidance in order to mitigate the risks of doing so...
Curated Content Property Pitfalls

How Using Joint Tenancy as an Estate Planning Tool Can Go Wrong

  • April 16, 2025
  • 2 minutes read
Strategies For Passing On Property To Your Heirs | Property Pitfalls | Real Estate | Estate Planning | Estates Gone Wrong
Curated Content Property Pitfalls

Real Estate: Strategies for Passing Property to Your Heirs

  • February 23, 2024
  • 1 minute read
The right planning can ensure you pass down your home without your kids facing large tax liabilities. Here's a simple guide to how it works...
Curated Content Property Pitfalls

How to Leave Property to Your Kids Tax-Free

  • September 10, 2025
  • Less than a minute
Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning.
Curated Content Property Pitfalls

Snowbirds: Is Your Cross-border Property in Your Estate Plan?

  • January 2, 2024
  • Less than a minute
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Explore Topics

Dying Saskatchewan Farmer’s Will Goes Down in History | Curated Content | Strange Bequests | Estates Gone Wrong

Bizarre Bequests

30
Priscilla Presley Settles Dispute with Granddaughter over Lisa Marie Presley's Estate | Curated Content | Celebrity Estates

Celebrity Estates

56
Family Conflict Results in Long-Term Estate Litigation over Secret Trust and Mutual Wills Agreement | Family Disputes | Estates Gone Wrong

Charitable Misgivings

32
Estate Planning: 6 Big Mistakes You Might Be Making | Curated Content | Common Mistakes | Estates Gone Wrong

Common Mistakes

44
What to Do when the Executor Is Not Communicating with Beneficiaries? | Curated Content | Communication Breakdowns | Estates Gone Wrong

Communication Breakdowns

42
Top 8 Risks: The Dangers of Improper Estate Planning | Common Mistakes | Cautionary Tales | Inheritance Horror Stories | Estates Gone Wrong

Digital Distress

54
Fights Over Estates Can Tear Families Apart | Curated Content | Family Disputes | Inheritance Horror Stories | Estates Gone Wrong

Family Disputes

63
Abusive Guardianships: Prevention & Taking Action

Guardian Safeguards

36
High Costs for Long-Term Care are 'Unforgivable' | Curated Content | Elder Care Nightmares | Estates Gone Wrong

Long-Term Care Crisis

34
What to Do if You Inherit a House with a Mortgage | Curated Content | Property Pitfalls | Real Estate | Inheriting Debt | Estates Gone Wrong

Property Pitfalls

50
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