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  • Legacy Lexicon
When it’s time to do your estate planning – and it’s actually never too soon to begin – you may find the process, at first, to be somewhat bewildering. Using a trust company can make things a lot easier when it’s time to plan and execute your estate. 06 Jul
  • by Estates Gone Wrong
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Who Can You Trust to Help Reduce the Stress of Estate Planning?

By approaching estate planning with openness and involving your family in the conversation, you create a legacy of love, respect, and financial security that extends beyond your lifetime. 20 Jun
  • by Estates Gone Wrong
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What & When Should You Tell Your Children About Their Inheritance?

All of our personal losses, such as the death of a loved one, have financial aspects. Survivors are faced with making money decisions and dealing with finances while they are grieving. There is nothing wrong with asking for help. 06 Jun
  • by Estates Gone Wrong
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Loss & Transition: Coping with Finances While Coping with Grief

It might be the hardest part of caregiving — watching your loved one slip away step by terrible step, knowing you can’t stop the decline and grieving the loss, long before they’re actually gone. 16 May
  • by Estates Gone Wrong
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Five Steps for Dealing with Anticipatory Grief

A substitute decision-maker is a designated person authorized to make decisions on behalf of a patient who is unable to make important decisions about their own personal care. 13 May
  • by Estates Gone Wrong
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Understanding the Role of Substitute Decision-Maker in Ontario

Executors have a duty to notify beneficiaries of their entitlement under an estate, but what happens if a beneficiary can’t be easily identified or found? 14 Mar
  • by Estates Gone Wrong
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Missing Beneficiaries: What Executors Need to Know

Family Enterprise Canada: Effective Estate Planning Tools 21 Feb
  • by Estates Gone Wrong
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Family Enterprise Canada: Effective Estate Planning Tools

HopeHealth grief counselor, Diane Lambert, has advice to help those who may find themselves feeling emotionally adrift now that one or both parents is no longer a phone call away... 20 Jun
  • by Estates Gone Wrong
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Ways to Help You Heal & Cope: Grieving the Loss of a Parent

Your plans for the future are a big deal— so much so that you shouldn’t trust just anyone to prepare them for you. Here's how to interview an Estate Planning Attorney... 15 Mar
  • by Estates Gone Wrong
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How to Interview an Estate Planning Attorney

A Letter of Wishes is an important document and we would usually recommend writing one when setting up a trust or writing a Will which contains trust provisions. They should be updated when circumstances change and reviewed on a regular basis. 25 Feb
  • by Estates Gone Wrong
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Letter of Wishes: What You Need to Know

This handbook is for those who have been appointed an executor (now called an “estate trustee”) in Ontario. Read further for excerpts from "How to Administer an Estate in Ontario: Plain Language Handbook", available on Amazon... 01 Sep
  • by Estates Gone Wrong
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How to Administer an Estate in Ontario: Plain Language Handbook

LegalWills.ca highly recommends the following books: a special selection of books related to funeral, estate and financial planning. 25 May
  • by Estates Gone Wrong
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Will & Estate Planning Books: Recommended by LegalWills.ca

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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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