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  • Legacy Lexicon
High legal and ethical standards apply to estate executors and trustees. It is essential to understand your obligations... 27 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Estate Executor “Self-Dealing” Assets: Conflict of Interest

Consideration of digital assets is now a necessary part of a complete estate plan. This is a rapidly evolving area of the law, and one that is increasing in importance each year. On the bright side, it presents an excellent reason to think about the things that mean the most in your life... 26 Sep
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Navigating the Digital Afterlife: Your Online Legacy

Watching your elderly parent(s) struggle with dwindling financial resources can be a distressing and overwhelming experience. However, there are steps you can take to address this situation effectively and ensure your parent receives the care and support they need. 25 Sep
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

What to Do When Your Elderly Parent is Running Out of Money

Abusive Guardianships: Prevention & Taking Action 19 Sep
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Abusive Guardianships: Prevention & Taking Action

No matter how little or how many assets you have, every person should go through the estate planning process. At a minimum, you should review and reassess your estate planning documents whenever these eight events occur... 18 Sep
  • by Estates Gone Wrong
  • Curated Content, Life Events

Eight Big Events: When You Should Review Your Estate Plan

18 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Estate Planning Strategies: 7 Common Uses for Trusts

These tales of financial decline serve as cautionary reminders of the intricate relationship between wealth, responsibility, and the human condition. These people inherited riches but ended up with rags due to lavish lifestyles and financial blunders. 07 Sep
  • by Estates Gone Wrong
  • Curated Content, Squandered Fortunes

They Inherited Riches… But Ended Up With Rags

Who hasn’t daydreamed about inheriting a multimillion-dollar fortune from some previously unknown distant relative... Scammers know how alluring that fantasy can be. 06 Sep
  • by Estates Gone Wrong
  • Bizarre Bequests, Curated Content

Inheritance Scams: Preying On Your Windfall Fantasy

Demystifying Estate Planning: Key Definitions You Need to Know | It’s easy to feel overwhelmed by legal jargon and complex terminology. Understanding these essential terms can transform the way you approach your legacy and financial future. 05 Sep
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Demystifying Estate Planning: Key Definitions You Need to Know

Money left to Heart and Stroke Foundation in Will Allegedly Misappropriated | Curated Content | Charitable Bequests | Estates Gone Wrong 31 Aug
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Alleged Misappropriation of Substantial Charitable Bequest

In the legal world, “testamentary intentions” refer to a person’s wishes for the administration of their estate and distribution of their assets after death. 30 Aug
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Testamentary Intention: The Interpretation of Wills

While not intended to be comprehensive in nature, this guide lays out a basic summary of what is involved and some things to keep in mind if you are involved in settling a loved one’s estate. 29 Aug
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Basic Guide to The Probate Court Process in Ontario

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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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