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  • Featured Topics
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  • Related Resources
  • Legacy Lexicon

Estates Gone Wrong

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Topics:

  • Bizarre Bequests (28)
  • Celebrity Estates (46)
  • Charitable Misgivings (30)
  • Common Mistakes (42)
  • Communication Breakdowns (40)
  • Digital Distress (46)
  • Family Disputes (58)
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  • Life Events (28)
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  • Property Pitfalls (40)
  • Squandered Fortunes (22)
  • Succession Lessons (30)
  • Tax-Smart Strategies (18)

Recent:

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...

Transferring the Family Home: Considerations for Canadians

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors. 

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events.

The Financial and Emotional Challenges of Major Life Changes

Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported. Consider bookmarking the BankSafe Dementia Hub as a go-to reference when navigating delicate client situations.

Dementia Hub: Fraud Prevention Resources from AARP

Story Submission

We know, this can be a very sensitive topic. If you have a personal story or a cautionary tale —a link to a specific article, blog post, or recommended resource that you found particularly helpful in your own estate planning and administration journey— anonymous submissions are welcomed and encouraged.

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