There are significant risks to consider when transferring a business to the next generation. Here is some advice to drastically improve your chances of succession success...
Curated Content Succession Lessons

Family Business: Setting The Next Generation Up To Succeed

  • December 6, 2017
  • 1 minute read
Family-owned enterprises represent nearly two thirds of all Canadian businesses... A poorly managed generational transition carries economic consequences that can ripple into employment, capital formation, municipal tax bases, and supply chains.
Curated Content Succession Lessons

Generational Transition Will Shape The Canadian Economy

  • January 16, 2026
  • 1 minute read
If you wish to restrict the flow of inherited money to your child, you can do so through your will or trust. While there are legal limits on conditional gifting, you are generally free to structure an inheritance the way you would like.
Curated Content Frequently Asked Questions

Bequests with Strings Attached: Are Conditional Gifts a Good Idea?

  • February 7, 2025
  • 3 minutes read
When getting started with an inheritance, it’s important to ask the right questions. Encompass Advisors have curated 12 essential questions to ask when expecting a financial windfall.
Curated Content Frequently Asked Questions

12 Questions to Ask When Receiving an Inheritance

  • February 29, 2024
  • Less than a minute
How do you approach estate planning if your property is divided between Florida and another country? Don’t assume Florida and Canada have the same laws! Consider putting your Florida property into a Trust...
Curated Content Property Pitfalls

Florida Estate Planning for Canadian Snowbirds

  • December 18, 2024
  • Less than a minute
Understanding your rights to transparency, fair distribution, and legal recourse can help protect your inheritance and hold executors accountable. If you suspect wrongdoing or mismanagement, seeking legal guidance is the best course of action.
Beneficiary Rights Curated Content

Estate Beneficiary in Canada: Understanding Your Legal Rights

  • February 3, 2025
  • Less than a minute
Probate can be difficult to navigate, and it can become even trickier when it comes to contentious probate. This guide, by The University of Law (UK), sets out to answer some of the most important questions and explores how the process works...
Curated Content Related Resources

Everything You Need to Know about Contentious Probate (UK)

If you and your siblings are on track to one day inherit your parents’ home, take heed of this cautionary tale, and learn how to avoid the same fate. Does this man owe his siblings anything more? All the experts to share their take on the situation.
Curated Content Property Pitfalls

Inheriting a Home With Your Siblings: What Can Go Wrong?

If you don’t select an executor or trustee for your estate, or if the person you named refuses to act in that role, then someone may apply to the court to be appointed as an administrator of your estate.
Curated Content Frequently Asked Questions

British Columbia: What Happens If You Don’t Appoint an Executor?

While both succession planning and estate planning involve planning for the future, they are distinct processes with different objectives. Succession planning is about the future of the business, while estate planning is about the future of the individual and their assets.
Generated Content Succession Lessons

Preparing for the Future: Succession vs Estate Planning

Learn how to handle an estate dispute under Canadian law. This guide will help you understand the grounds for disputing a will and its effect on the division of assets.
Curated Content Related Resources

Canadian Guide to Understanding the Grounds for Disputing a Will

valuable lessons learned from

Communication Breakdowns
& Family Disputes

Executor Liability: Administration of an Insolvent Estate
Communication Breakdowns Generated Content

Insolvent Estate Administration: Why Transparency is Crucial

  • July 3, 2025
  • 1 minute read
Contentious probate refers to the legal conflicts and disputes that can arise in the process of settling a deceased person’s estate. This guide dives deeper into a probate contest and what is involved with it from a legal standpoint. 
Curated Content Family Disputes

Navigating the Challenges of Contentious Probate: UK

  • March 7, 2024
  • 2 minutes read
The First Step: Open Conversation with Loved Ones | Communication Breakdowns | We Need to Talk About Estate Planning | Estates Gone Wrong
Communication Breakdowns Curated Content

The First Step: Open Conversation with Loved Ones

  • September 5, 2024
  • 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
Our digital legacies are creating new and potentially troubling questions about autonomy and dignity after death. As technology continues to evolve, the questions surrounding digital remains will only grow more pressing. The challenge now is ensuring the law catches up...
Curated Content Digital Distress

Digital Succession: Can the Law Keep Pace with Technology?

  • February 5, 2026
  • 1 minute read
Key Estate Planning Lessons from Classic Sitcoms & Their Family Dynamics
Common Mistakes Curated Content

Estate Planning Lessons from Classic Sitcoms & Their Family Dynamics

  • June 5, 2023
  • 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
Who inherited Jimi Hendrix’s estate? The answer is more complicated than many might assume. This article explores the distribution of his fortune, the legal disputes that followed, and who ultimately controls his estate today...
Celebrity Estates Curated Content

Legendary Legal Battle: The Heavily Contested Estate of Jimi Hendrix

  • February 6, 2025
  • 1 minute read
Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets
Curated Content Digital Distress

Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets

  • January 4, 2025
  • 2 minutes read
Providing Clear Instructions for Your Digital Executor
Digital Distress Generated Content

Providing Clear Instructions for Your Digital Executor

  • June 5, 2025
  • 1 minute read
Sibling Rivalry Lands Mother’s Estate in Court | A Cautionary Tale | Family Disputes | Court Battles | Estates Gone Wrong
Curated Content Family Disputes

Sibling Rivalry Lands Mother’s Estate in Court

  • November 28, 2024
  • 1 minute read
Leona Helmsley’s decision to leave her dog, Trouble, $12 million drew legal challenges, media scrutiny, and lasting debate about her legacy.
Bizarre Bequests Curated Content

Leona Helmsley: The Woman Who Made Her Dog a Millionaire

  • July 19, 2025
  • 1 minute read
Curated Content Family Disputes

Why Families Fight Over Inheritance and How to Avoid it

  • May 17, 2022
  • 1 minute read
It’s never too early to start talking with your family members to ensure everyone is on the same page when a care crisis occurs. Specifically, talk to your parents about their intentions for the future when they’re still capable of managing their affairs.
Curated Content Long-Term Care Crisis

Planning Care for Aging Parents: Five Key Steps

  • July 10, 2025
  • 1 minute read
What to Do when the Executor Is Not Communicating with Beneficiaries? | Curated Content | Communication Breakdowns | Estates Gone Wrong
Communication Breakdowns Generated Content

Effective Estate Planning Hinges on Open Communication

  • June 17, 2025
  • 1 minute read
In a compelling High Court decision that has stirred conversations across both the legal and familial landscapes, a £14.5 million trust dispute between two brothers has culminated in a judgment that emphasizes intention over biology.
Curated Content Family Disputes

Landmark Case Ruling in £14.5m Trust Dispute

  • July 21, 2025
  • 1 minute read
guardian safeguards + eldercare nightmares

The Importance of Planning for
Custody & Long-Term Care

After a selfish L.A. yuppie learns his estranged father left a fortune to an autistic-savant brother in Ohio that he didn't know existed, he absconds with his brother and sets out across the country, hoping to gain a larger inheritance.
Dramatized Content Guardian Safeguards

Rain Man | American Comedy-Drama Film | 1988

  • December 16, 1988
  • 1 minute read
Pets & Estate Planning: More Complex Than You Might Think
Curated Content Guardian Safeguards

Pets & Estate Planning: More Complex Than You Might Think

  • November 10, 2024
  • 1 minute read
In Ontario, a Power of Attorney for Personal Care (POAPC) is a legal document that covers healthcare, living arrangements, and other personal needs. It's important to choose someone trustworthy and capable of understanding your wishes.
Generated Content Long-Term Care Crisis

Power of Attorney for Personal Care (POAPC): Ontario

  • June 17, 2025
  • 1 minute read
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Helpful Tips + Reference Guides

Related Resources

Navigating the legal maze of Canadian Estate Planning can be exceptionally daunting due to the recent enforcement of transparency mandates across all provinces. This article examines the structural steps required to successfully execute a family trust in Canada...
Curated Content Related Resources

How To Set Up a Family Trust in Canada: 2026 Action Plan

  • June 21, 2026
  • Less than a minute
Read More
Experiencing anxiety during inheritance matters is more common than you might think. This article explores seven science-backed strategies that help you manage the emotional overwhelm while handling practical inheritance matters with greater clarity and peace of mind.
Curated Content Related Resources

Strategies for Managing Anxiety During Inheritance Matters

  • May 9, 2025
  • Less than a minute
Read More
When someone manipulates a vulnerable person into changing their estate plan, affected family members may challenge the documents based on undue influence.
Curated Content Related Resources

Undue Influence: Proving Someone Manipulated an Estate Plan

  • April 15, 2026
  • 1 minute read
Read More
The stakes are higher than most people realize. Without proper estate planning, your family could lose thousands of dollars to unnecessary taxes, face months of legal delays, and endure family conflicts that could have been easily prevented.
Curated Content Related Resources

Complete Guide to Protecting Your Family: Estate Planning Ontario

  • July 28, 2025
  • 1 minute read
Read More
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Recent Posts

With the right strategies, you can avoid making financial mistakes and instead ensure most of what you want to leave behind lands in the correct hands...
July 23, 2026

End-of-Life Tax Strategies: Leaving More For Your Heirs

July 23, 2026

New US Tax Laws That Could Impact What Your Heirs Receive

Not planning your life around legacy? You're not alone. A growing wave of single and child-free retirees is unapologetically putting their own needs first. Don't forget to protect yourself by planning for the "What Ifs"...
July 17, 2026

No Heirs? Protect Yourself, Before You ‘Blow Your Nest Egg’!

The Court of Appeal recently released a decision dismissing appeals against conviction of a former Toronto police officer who fabricated the last will and testament of Heinz Siegfried Sommerfeld to benefit the police officer.
July 15, 2026

Consequences of ‘Stealing’ an Estate: Ontario Fraudulent Will Case

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Infamous Feuds + Celebrity Estates

Cautionary Tales

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

The Menendez Estate: What Happened to the Money?

If you’re building wealth for future generations, open communication and clear planning are just as important as investment strategies. These stories offer practical lessons for anyone hoping to pass on wealth— or simply keep their family together...
Curated Content Infamous Feuds

Wealthy Families That Lost Everything Over Generational Feuds

Navigating the Evolving Landscape: Val Kilmer’s Digital Legacy
Celebrity Estates Curated Content

Navigating the Evolving Landscape: Val Kilmer’s Digital Legacy

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

Billionaire Family Feuds: Seven High-Profile Disputes

After deliberating for almost one hour, jurors found that a handwritten will, discovered under a sofa cushion by Franklin’s niece after the singer’s death, was signed by the music legend in 2014 and does show her intent.
Celebrity Estates Curated Content

Jury Reaches Verdict in Battle over Aretha Franklin’s Estate

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

If Hendrix had even done a simple will that properly spelled out his wishes, a large amount of the litigation would have been avoided and it would have ensured that his wishes were followed.
Celebrity Estates Curated Content

The Estate of Jimi Hendrix: Decades of Drama & Costly Litigation

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

Gore-Tex Heiress, Susan Gore, has been denied the right to adopt her 65-year-old ex-husband as a means to boost her family's inheritance fortune.
Curated Content Infamous Feuds

Court Ruling: Heiress Cannot Adopt Ex-Husband for Inheritance

Succession-style feud settled as court sides with Edward Rogers: The fight for Rogers Communications has riven one of Canada’s richest families— and it began with an accidental 'butt dial'...
Curated Content Infamous Feuds

Succession-Style Feud: The Fight for Rogers Communications

The legal dispute between Danny Bennett, the eldest son of Tony Bennett, and his sisters, Antonia and Johanna Bennett, has intensified in court.
Celebrity Estates Curated Content

Tony Bennett’s Kids in Legal Battle: Estate & Trust Dispute

Murdoch Family Legal Battle Highlights a Harsh Reality: No Trust is Airtight | Family Disputes | Celebrity Estates | Estates Gone Wrong
Curated Content Infamous Feuds

Murdoch Family Legal Battle: “No Trust is Airtight!”

Often you hear that you should review your will or trust to make sure it keeps up with changes in your life and still meets your needs. The tragic death of Philip Seymour Hoffman, whose will became public due to the probate proceeding, brought some of these issues into the public eye.
Celebrity Estates Curated Content

Unintended Consequences: Philip Seymour Hoffman’s Estate

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 Guinness family’s story shows that inheritance without structure can lead to division... When assets, wishes, and responsibilities are clearly defined, you’re not just protecting your property—you’re protecting your family’s relationships and legacy.
Curated Content Infamous Feuds

Inheritance Conflict & Division: Lessons from The Guinness Family

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

The Anna Nicole Smith estate saga is more than just a celebrity courtroom drama; it's a cautionary tale with lessons for everyone, according to attorney John Levy. 
Celebrity Estates Curated Content

Case Study: Anna Nicole Smith Estate Saga Offers Lessons for All

Glastonbury Founder Could Avoid £80m in Inheritance Tax
Celebrity Estates Curated Content

Glastonbury Founder Could Avoid £80m in Inheritance Tax

Pablo Picasso, one of the most influential and renowned artists of the 20th century, left a lasting legacy through his groundbreaking artwork. However, the probate process that followed his death in 1973 was anything but straightforward.
Curated Content Infamous Feuds

From Canvas to Courtroom: The Legal Battle Over Picasso’s Estate

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

Kate Rothko Prizel, the daughter of renowned abstract artist Mark Rothko, once said being 19 was the worst year of her life. Still only a teenager, in 1970, Prizel was embroiled in a bitter legal battle with her father’s estate executors and the directors of the Marlborough Fine Art gallery.
Curated Content Infamous Feuds

How Greed Rocked the Art World: The Estate of Mark Rothko

Exploring the legal, contractual, and federal challenges of AI-driven celebrity likeness—from state statutes to the proposed “No Fakes Act.”
Celebrity Estates Curated Content

Postmortem Publicity Rights: Digital Use of Celebrity Likeness

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

High-profile estate disputes can offer invaluable lessons in effective estate planning. One prominent case is that of oil tycoon J. Howard Marshall II and his brief marriage to Anna Nicole Smith.
Curated Content Infamous Feuds

Estate Planning Lessons from J. Howard Marshall II’s Case

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???

Controversial Prince Documentary Cancelled Over Estate Dispute
Celebrity Estates Curated Content

Controversial Prince Documentary Cancelled Over Estate Dispute

The Legacy of Bob Ross: Lessons in Succession Planning
Celebrity Estates Curated Content

The Legacy of Bob Ross: Lessons in Succession Planning

real repercussions of inheriting real estate

Property Pitfalls

Inheriting a Home With Your Siblings: A Cautionary Tale | Property Pitfalls | Real Estate | Family Disputes | Estates Gone Wrong
Curated Content Property Pitfalls

Inheriting a Home With Your Siblings: A Cautionary Tale

  • September 14, 2024
  • 1 minute read
Ever thought about gifting a property to your children? I recently had this very discussion with my own aging parents. This resulted in some important discussions about our family home, their goals and consideration for the tax outcomes of any decisions made...
Curated Content Property Pitfalls

Transferring the Family Home: Considerations for Canadians

  • December 4, 2025
  • 1 minute read
It is important to understand the limited purpose and necessity behind 'Net Family Property' clauses. They are not a catchall for sheltering and protecting the inheritance of a divorcing beneficiary, although they usually have the appearance of trying to achieve this objective.
Curated Content Property Pitfalls

Understanding the ‘Net Family Property’ Exclusion Clause: Ontario

  • August 12, 2025
  • 1 minute read
Sibling Living in Inherited Property: Refuses To Sell
Curated Content Property Pitfalls

Sibling Living in Inherited Property: Refuses To Sell

  • June 1, 2024
  • 1 minute read
Trying to figure out the best way to pass your home to your children? Making the right choice between a gift or trust can save your family money and headaches in the long run.
Curated Content Property Pitfalls

Gift or Trust? The ‘Correct Way’ to Pass Your Home to Your Children

  • January 17, 2025
  • 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
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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

52
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

56
Fights Over Estates Can Tear Families Apart | Curated Content | Family Disputes | Inheritance Horror Stories | Estates Gone Wrong

Family Disputes

68
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

36
What to Do if You Inherit a House with a Mortgage | Curated Content | Property Pitfalls | Real Estate | Inheriting Debt | Estates Gone Wrong

Property Pitfalls

54
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