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  • Legacy Lexicon
Changes to the Succession Law Reform Act and Family Law Act 07 Mar
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Changes to the Succession Law Reform Act and Family Law Act

Validity Requirements for Last Wills and Testaments in Ontario 27 Feb
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Validity Requirements for Last Wills & Testaments in Ontario

This article explores how the new tax laws in 2025 could affect your estate plan, the potential impact on estate tax exemptions, gifting strategies, trust structures, and capital gains taxes, and what actions you should take to protect your estate. 09 Jan
  • by Estates Gone Wrong
  • Curated Content, Law Reform

How New Tax Laws Could Affect Your Estate Plan: 2025

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

If an account holder passes away or loses capacity, their legal representatives may not be able to access their digital assets held by a virtual custodian. Alberta Law Reform Institute recommends authorizing fiduciaries to access digital assets through new legislation. 13 Nov
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Authorizing Fiduciaries to Access Digital Assets

Familial compositions and societal norms have changed drastically. The law cannot remain static and must reflect changing social norms in order to properly serve society’s diverse and ever-evolving needs. 08 Oct
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Familial Relationships in Ontario’s Succession Law Reform Act

Learn why fiduciary access to digital assets matters and how a new Alberta Act would help facilitate access... 07 Aug
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Alberta Law Reform: Fiduciary Access to Digital Assets

Predatory Probate Lending: an Epidemic in Need of Law Reform? 22 May
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Predatory Probate Lending: an Epidemic in Need of Law Reform?

As generative AI brings dead celebrities back to life, we must rethink the rights of the deceased. Changes are due in privacy, consumer protection and property laws, University at Buffalo legal scholar Mark Bartholomew says... 24 Jan
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Generative AI: Rethinking the Legal Rights of the Deceased

In light of UK broadcaster Esther Rantzen’s revelation that she has considered assisted dying, we look at the policies of other countries 20 Dec
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Assisted Dying Around the World: Where and When it is Allowed

Estate Law Reform is urgent and imperative to protect elders from financial abuse: specifically in the areas of power of attorneys, intervivos gifts, and will planning. 23 Oct
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Elder Abuse Epidemic: Urgent Need for Estate Law Reform

Couples may have many reasons for not getting married, but when a common law partner dies without a will, the living partner is left legally vulnerable. Here’s what you need to know... 16 Feb
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Legally Vulnerable: Estate Complications for Common Law Couples 

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Ever thought about gifting a property to your children? I recently had this very discussion with my own aging parents. This resulted in some important discussions about our family home, their goals and consideration for the tax outcomes of any decisions made...

Transferring the Family Home: Considerations for Canadians

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors. 

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events.

The Financial and Emotional Challenges of Major Life Changes

Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported. Consider bookmarking the BankSafe Dementia Hub as a go-to reference when navigating delicate client situations.

Dementia Hub: Fraud Prevention Resources from AARP

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