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  • Legacy Lexicon
Whether you are approaching retirement or on the receiving end of an inheritance, there are a few simple steps you and your family can take to ensure a smoother transition. This guide will help you navigate "The Great Wealth Transfer"... 10 Dec
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Comprehensive Guide to “The Great Wealth Transfer”

In today’s increasingly digital world, traditional processes are being transformed by technology, and estate planning is no exception. Recent developments in technology and changes to the legal landscape are creating room for the possibility of electronic wills... 10 Dec
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Electronic Wills: The Future of Estate Planning in Ontario

Defusing Trust Disputes: A Guide to Conflict Resolution 06 Dec
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Defusing Trust Disputes: A Guide to Conflict Resolution

Identifying the digital property you own and managing it is more necessary than ever. From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media to connect with friends. 06 Dec
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Avoiding 4 Main Obstacles: Digital-Era Estate Planning

Strategies to Reduce Your Final Tax Return | Could paying a little more now provide significant relief on your final tax return upon death? 06 Dec
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Strategies to Reduce Your Final Tax Return: Canada

Preventing Loved Ones from Internet Scams: Powers of Attorney 05 Dec
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Preventing Loved Ones from Internet Scams: Powers of Attorney

There’s no escaping taxes when settling an Estate. An executor/trustee is responsible for filing tax returns for both the deceased and the Estate itself. Here is a preliminary list of tax activities to consider throughout the settlement process... 04 Dec
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Estate Settlement and Taxes: What You Need to Know

The Agnellis, Italy's ‘royal family’ of industry, has played a pivotal role in shaping global business and culture but a bitter feud is driving the Fiat family apart 04 Dec
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

The Agnelli Dynasty: Bitter 20-Year Inheritance Feud

Navigating probate in Canada requires careful planning and attention to provincial laws. Learn how to handle probate in Canada, including costs, processes, and asset exemptions. 03 Dec
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Your Complete Guide to Navigating Probate in Canada

There are steps you can take to find out if you have an unclaimed inheritance. Learn how to claim assets that may be rightfully yours... 30 Nov
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

How to Search for Unclaimed Inheritance: Canada

Philanthropy is a significant part of your life. It's a reflection of your values and the legacy you wish to leave behind. However, ensuring that your beloved charities are named in your Will requires careful planning and attention to detail. 30 Nov
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

How to Ensure Your Beloved Charities are Named in Your Will

Sibling Rivalry Lands Mother’s Estate in Court | A Cautionary Tale | Family Disputes | Court Battles | Estates Gone Wrong 28 Nov
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Sibling Rivalry Lands Mother’s Estate in Court

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Topics:

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  • Celebrity Estates (56)
  • Charitable Misgivings (32)
  • Common Mistakes (52)
  • Communication Breakdowns (42)
  • Digital Distress (56)
  • Family Disputes (68)
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  • Infamous Feuds (34)
  • Law Reform (36)
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  • Long-Term Care Crisis (36)
  • Property Pitfalls (54)
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  • Succession Lessons (42)
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  • Unique Assets & Interests (28)

Recent:

Long-Term Care (LTC) is expensive, unpredictable and often prolonged. The projected “great wealth transfer” may therefore become far more concentrated among families who are wealthy enough to absorb years of care costs without exhausting their assets.

US Long-Term Care Costs ‘Eating into’ Family Wealth

Estate trustees (Executors) have a duty to keep accurate records of estate assets and transactions throughout their administration and to account to beneficiaries at appropriate intervals.

Keeping Meticulous Records: Practical Tips for Executors

Have Canadian boomers saved enough for retirement? It doesn't seem like it... And the numbers suggest this isn’t just a handful of unlucky families. It’s a structural problem with how an entire generation approached retirement.

Why Canadian Kids Are Bailing Out Boomer Parents

A handshake promise to leave the family farm can legally override a written will in New South Wales. The legal mechanism is equitable estoppel, and courts have enforced it in farm succession disputes where the evidence is strong enough.

NSW Inheritance Law: Can a Verbal Promise Override a Will?

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