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Millions of US boomers are refusing to give their $84 trillion in real estate, wealth away to their adult kids — here’s why and what it means for the US economy 12 Feb
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

US Boomers Reassessing Priorities: Impact on Future Homeownership

Many Canadians dream of buying a property by the sea in Florida or a golf course in Arizona. But what happens at the time of death? Buying a property in the United States takes planning... 10 Feb
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Canadian Will & U.S. Property: Avoiding Probate Takes Planning

Home Ownership: Joint Tenants vs Tenants in Common | There are three main ways that a homeowner can own a home, and the way title is held dramatically affects their estate and heirs... 04 Feb
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Home Ownership: Joint Tenants vs Tenants in Common

Trying to figure out the best way to pass your home to your children? Making the right choice between a gift or trust can save your family money and headaches in the long run. 17 Jan
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Gift or Trust? The ‘Correct Way’ to Pass Your Home to Your Children

If you and your siblings are on track to one day inherit your parents’ home, take heed of this cautionary tale, and learn how to avoid the same fate. Does this man owe his siblings anything more? All the experts to share their take on the situation. 16 Jan
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Inheriting a Home With Your Siblings: What Can Go Wrong?

Inheriting Real Estate in Canada: What You Need to Know 20 Dec
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Inheritance Tax & Cross-Border Rules: What Canadians Need to Know

How do you approach estate planning if your property is divided between Florida and another country? Don’t assume Florida and Canada have the same laws! Consider putting your Florida property into a Trust... 18 Dec
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Florida Estate Planning for Canadian Snowbirds

Property owners who have used joint ownership as an estate planning tool to avoid the cost and delay of probate will need to revisit their plans in light of this decision. 16 Dec
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Court Ruling Upsets Commonly-held Interpretation of Joint Tenancy

Leaving your house to your children can be a meaningful way to pass on your legacy, but it is important to consider all aspects of it. 04 Nov
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Factors to Consider Before Leaving Your House to Your Children

Avoid Estate Administration Surprises. Performing a title search on your property as part of your estate plan could save your heirs both money and hassle.  26 Oct
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Avoid Estate Administration Surprises: Perform a Title Search

Inheriting real estate from parents can be a significant financial lift for beneficiaries. But receiving this gift comes with significant responsibilities and decisions. 23 Oct
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Preparing for the Responsibilities of an Inherited Family Home

Court Ordered Sale of Estate Lands Ends 30-Year Dispute Among Heirs | Property Pitfalls | Real Estate | Family Disputes | Estates Gone Wrong 03 Oct
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Court Ordered Sale of Estate Lands Ends 30-Year Dispute Among Heirs

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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

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?

Washington Post analysis finds that the "great wealth transfer" narrative is largely a story about the very top of the income distribution. For many in the middle, retirement savings are being consumed by care costs, not passed on.

Cost of Eldercare Obliterating Expected Inheritance

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