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  • Legacy Lexicon
People often believe that they can litigate a wills and estate matter in a “risk-free” manner because the estate will bear the legal costs of the disputants. That is generally not true... 06 May
  • by Estates Gone Wrong
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The Legal Costs of Estate Litigation: Know The Risks!

Canada is on the brink of a historic wealth transfer, with estimates suggesting that up to $1 trillion could change hands over the next decade. With proper planning, the transition of wealth can be a smooth and positive experience. 03 Apr
  • by Estates Gone Wrong
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The Great Wealth Transfer: How Prepared are Canadians?

You’ll want to ask your parents about their legal documents, finances, health and safety, living arrangements, and end-of-life wishes. These example questions can help you and your parents prepare for the future. 21 Mar
  • by Estates Gone Wrong
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Essential Questions You Should Ask Your Aging Parents

In the intricate process of estate planning and will preparation, the expertise of an accountant is invaluable. The collaboration between your solicitor and accountant ensures a seamless integration of legal and financial expertise. 17 Mar
  • by Estates Gone Wrong
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The Critical Role of Accountants in Estate Planning

Probate can be difficult to navigate, and it can become even trickier when it comes to contentious probate. This guide, by The University of Law (UK), sets out to answer some of the most important questions and explores how the process works... 06 Mar
  • by Estates Gone Wrong
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Everything You Need to Know about Contentious Probate (UK)

These moments spent with a loved one during the last few hours of life are precious and profound and they can change you for the good forever. Say yes and show up to offer comfort... You won’t regret it. 06 Mar
  • by Estates Gone Wrong
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Comforting a Dying Loved One: What to Say…

Testamentary Capacity and Estate Planning in Ontario 22 Jan
  • by Estates Gone Wrong
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Testamentary Capacity and Estate Planning in Ontario

Your spouse has been diagnosed with a distressing illness that may be terminal. What can you do to help your children cope as well as possible, so you all move on as healthy, strong, and resilient as possible? 14 Dec
  • by Estates Gone Wrong
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Critical Diagnosis in The Family: Helping Children Cope

Comprehensive estate planning requires careful thought and conversation with your spouse or life partner. Before meeting with an estate planning attorney, it is best to discuss your ideas to present a united goal.  28 Nov
  • by Estates Gone Wrong
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Talking to Your Spouse or Partner About Estate Planning

When you or a loved one is diagnosed with a terminal illness, a flood of emotions will arise, including denial, helplessness, frustration, and fear. Here are 17 tips for how to cope with a terminal illness... 19 Oct
  • by Estates Gone Wrong
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Understanding Anticipatory Grief: You Are Not Alone!

High legal and ethical standards apply to estate executors and trustees. It is essential to understand your obligations... 27 Sep
  • by Estates Gone Wrong
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Estate Executor “Self-Dealing” Assets: Conflict of Interest

18 Sep
  • by Estates Gone Wrong
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Estate Planning Strategies: 7 Common Uses for Trusts

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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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