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  • Legacy Lexicon
Dealing with property matters after the loss of a loved one can be overwhelming. Learn how to navigate Ontario's survivorship application process effectively with this comprehensive guide. 28 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Guide to Completing a Survivorship Application in Ontario

Trusts are an important tool for estate planning. They broadly fall into two categories: revocable and irrevocable trusts. But what is the difference and which is right for you? 28 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Revocable and Irrevocable Trusts: Key Differences Explained

26 Nov
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Digital Asset Controversy Outrages Online Gamers

Imagine being able to prove that a handwritten note in your notebook could be your last will and testament. That is exactly what the newest Ontario concept in estates law, “substantial compliance,” strives to do... 22 Nov
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Succession Law Reform Act (SLRA): Substantial Compliance

Rotary Fights ‘Misleading Headlines’: Dispute Over Complicated Estate 20 Nov
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Charity Wants ‘Nothing But Resolution’: Rotary Speaks Out

Estate planning for an irresponsible child is a lot of work. Fortunately, estate planners may exert influence over how heirs spend their inheritances. Keep reading to find out the best ways to protect an irresponsible child’s financial future... 19 Nov
  • by Estates Gone Wrong
  • Curated Content, Squandered Fortunes

Strategies: Estate Planning for Irresponsible Children

Considerations for Choosing a POA for Personal Care | Long-Term Care | Elder Care | Power of Attorney | Estates Gone Wrong 18 Nov
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

Considerations for Choosing a POA for Personal Care

Most succession plans have been largely framed on giving the assets to the farming children while using life insurance and/or estate-based gifts for non-farmers, but succession planning has evolved into much more now says a farm business and succession advisor. 18 Nov
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Fair versus Equal: Succession Planning & The Family Farm

4 Expert Insights on Avoiding Estate Planning Pitfalls for 2025 17 Nov
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Expert Insights: Avoiding Estate Planning Pitfalls for 2025

From tax laws to tax liabilities, there are so many things to consider. Goals include protecting inheritances for heirs, minimizing estate taxes, avoiding the probate process, and appointing the right trustee. But how do you navigate this complex process? 17 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

High-Net-Worth Estate Planning: Quick Guide

Sudden Wealth Syndrome is a psychological condition that affects individuals who come into large amounts of money unexpectedly. Whether through an inheritance, lottery win, or investing, the sudden influx of wealth can be overwhelming... 14 Nov
  • by Estates Gone Wrong
  • Curated Content, Squandered Fortunes

Understanding Sudden Wealth Syndrome: Risks & Safeguards

Widow in Legal Battle with Rotary Foundation Over Husband's Estate 14 Nov
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Widow in Legal Battle with Rotary Foundation Over Husband’s Estate

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Topics:

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  • Celebrity Estates (56)
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  • Common Mistakes (52)
  • Communication Breakdowns (42)
  • Digital Distress (56)
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  • Infamous Feuds (34)
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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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