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Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning. 02 Jan
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Snowbirds: Is Your Cross-border Property in Your Estate Plan?

Probate Nightmares: The Dangers of Properties Taken Out of Trust | Property Pitfalls | Real Estate | Estates Gone Wrong 30 May
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Probate Nightmares: The Dangers of Properties Taken Out of Trust

Tax Considerations for Inherited Properties: What You Need to Know | Property Pitfalls | Real Estate | Estates Gone Wrong 15 Feb
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Tax Considerations for Inherited Properties: What You Need to Know

17 Nov
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Estate Planning Should Not Wait: Lessons from “Howards End”

Selling Inherited Property: Tips for Executors and Beneficiaries | Property Pitfalls | Real Estate | Estates Gone Wrong 29 Aug
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Selling Inherited Property: Tips for Executors and Beneficiaries

Family Cottage Succession: a Dream or a Nightmare? No matter how much you may intend to keep the property in the family, you should plan for the almost certain inevitability that at some point it will be sold. 05 Aug
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Shared Ownership in The Family Cottage: a Dream or a Nightmare?

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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

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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