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  • Legacy Lexicon
Wondering what Estate Planning involves for Canadians? This guide covers what estate planning involves in Canada, the key documents you'll need, how taxes and probate work, and how to get started. 12 Feb
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

What Does Estate Planning Involve For Canadians?

New laws enacted in 2025 may have a big impact on how much Social Security beneficiaries pay in taxes this season. Here’s what to think about when reporting that extra income to the IRS... 11 Feb
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Increased Social Security Benefits & The Impact on Your Taxes

Assisted reproduction and freezing genetic material are increasingly common procedures. Having complete and updated estate documents can help avoid “pretty heartbreaking” outcomes for surviving spouses. 10 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Planning Ahead: Fertility Choices & Your Estate Documents

New York becomes the 13th state to authorize some form of physician-assisted dying. The law represents a major policy reversal in a state where the highest court had previously found that assisted suicide remained "unlawful"... 07 Feb
  • by Estates Gone Wrong
  • Curated Content, Law Reform

New York Becomes 13th State to Approve Medical Aid in Dying

It’s vital for every adult in Ontario to get their head around the fundamental distinction between a Power of Attorney and a Guardianship. These aren’t just two names for the same thing... 04 Feb
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Power of Attorney vs Guardianship in Ontario: The Critical Difference

Failing to include cryptocurrency in your estate plan can create serious problems. This article explains how cryptocurrency fits into an estate plan, what tools are available, and how to protect your digital assets for the people you care about. 04 Feb
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Why Cryptocurrency Estate Planning Is No Longer Optional

Second marriages and blended families don’t have to mean complicated or risky outcomes. With the right planning, you can protect everyone's interests and reduce the risk of disputes. Seeking legal advice early is essential... 01 Feb
  • by Estates Gone Wrong
  • Curated Content, Life Events

Second Marriages: Seeking Legal Advice Early is Essential

Typing “estate planning lawyers near me” into a search bar is a common first step, but finding the right one—someone who genuinely understands your family’s needs—is about more than just proximity. 31 Jan
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Ontario Guide: Finding The Right Estate Lawyer For You

Settling a loved one's digital life requires understanding legal roles and provider policies. Every company follows its own specific rules and privacy policies. Learn the process for managing digital accounts and how planning can simplify it. 31 Jan
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

The Legal Steps Involved in Settling a Loved One’s Digital Life

Older adults are a common target of scammers looking to obtain money or personal information. Here's how to protect yourself and your parents from falling victim to malicious health care scams. 30 Jan
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

How to Protect Older Adults from Online Scams

Administering an estate can be challenging at the best of times. But what happens if a beneficiary simply refuses to engage, leaving the estate stuck for years? 27 Jan
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

An Estate Stuck in Limbo: Beneficiary Refuses to Engage

This article provides an overview of the U.S. federal estate and gift tax— specifically. its implications for Canadians owning U.S. assets... 26 Jan
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Estate Tax Planning Considerations for Canadians with U.S. Assets

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Recent:

With many estates being administered over extended periods —by older spouses, siblings, or peers— the risk that an executor becomes incapable is very real and foreseeable. Planning for incapacity at the drafting stage is key...

What Happens When An Estate Executor Becomes Incapable?

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...

How To Set Up a Family Trust in Canada: 2026 Action Plan

Before you set up a living trust, make sure you’re positive that it’s the right tool for your particular situation. Learn more in this step-by-step guide to setting up a living trust in Canada…

How Do I Set Up a Living (Inter Vivos) Trust in Canada?

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

Estate Administration: Practical First Steps for Executors

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