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  • Legacy Lexicon
A rightful inheritance can absolutely be stolen, and it happens more often than most people realize. Learn about the warning signs and what legal steps you can take to recover what's yours. 04 Apr
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

How Can You Tell if Someone is Trying to Steal Your Inheritance?

State inheritance laws vary more than you might expect — learn how they affect spousal rights, what happens without a will, and which states impose inheritance taxes. 04 Apr
  • by Estates Gone Wrong
  • Beneficiary Rights, Curated Content

Inheritance Laws Vary By State: Understanding Your Rights

A holographic will is a will written entirely in the the will-maker's own handwriting and signed by them, without any witnesses. About half of U.S. states recognize them as legally valid. The rest do not. 04 Apr
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Which US States Recognize a Holographic Will as Legally Valid?

If you are a trust beneficiary in California, the law stands behind you. You have specific, enforceable rights that a trustee cannot ignore, sidestep, or delay. If your trustee has treated you unfairly, here's what you need to know... 02 Apr
  • by Estates Gone Wrong
  • Beneficiary Rights, Curated Content

Your Rights as a Trust Beneficiary in California

Estate tax planning can significantly affect what you leave behind. Here are six ways to help minimize taxes on your estate... 01 Apr
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Six Ways to Help Minimize Taxes on Your Estate in Canada

Iowa's inheritance tax is fully repealed, but pre-2025 estates still follow the old rules. Here's what beneficiaries and executors should know.... 01 Apr
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Iowa State Inheritance Tax Fully Repealed: What You Should Know

It seems that traditional approaches and societal norms are underpinning the practice of the daughter being given the caregiver role and the son looking after finances and property, even though their skills and abilities may not match those roles. 30 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Designating POA Responsibilities: Is Gender Playing a Role?

Inheriting farmland doesn’t require moving back to the farm. With the right planning, Canadians can keep farm assets in the family and potentially preserve valuable tax breaks for future generations. 30 Mar
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Urban Heirs, Rural Assets: Inheriting Farmland in Canada

The 10-year rule for inherited IRAs means you have plenty of time to sort out what to do with your inheritance. Here's how the 10-year rule for inherited IRAs works... 29 Mar
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Understanding The 10-Year Rule for Inherited IRAs

Without the right legal documents, even your closest family member can’t access your accounts, talk to your doctors or make decisions on your behalf. Here are the five “Must-Have Documents” that protect your independence. 28 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Estate Planning Documents Suze Orman Says Single Women Need

Cross-border capacity and guardianship issues are becoming increasingly common as families, assets, and caregiving arrangements span jurisdictions. 27 Mar
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Cross-Border Guardianship: Capacity Case Spans Jurisdictions

This guide covers the legal rights of each sibling, the practical options available, what to do when negotiation fails, and how to protect your ownership interest throughout the process. 27 Mar
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

One Sibling Living in Inherited House: Legal Rights & Practical Options

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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...

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This article provides general information only. Estate administration rules and procedures vary across provinces and territories, and legal advice is recommended in most cases.

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