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This "Estate Planning Documents Checklist" covers what your estate plan should include, and how to find out what you need in your state.  05 May
  • by Estates Gone Wrong
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Estate Planning Documents Checklist: State-by-State

For individuals with cross-border estates, careful planning is essential. For Canadians with connections to European Union member states, this area of law has grown considerably more important... 27 Apr
  • by Estates Gone Wrong
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Canadians with European Assets: Whose Law Governs?

Most families don't have these conversations until it's too late. Not because they don't care. But because there's never a clear moment to bring it up... 24 Apr
  • by Estates Gone Wrong
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Thoughtful Questions To Ask Your Aging Parents

When someone manipulates a vulnerable person into changing their estate plan, affected family members may challenge the documents based on undue influence. 15 Apr
  • by Estates Gone Wrong
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Undue Influence: Proving Someone Manipulated an Estate Plan

Estate theft is a serious allegation that can have lasting consequences. Whether you’re pursuing a claim or defending against one, taking the right legal steps is critical in safeguarding the interests of the estate as well as your own.   14 Apr
  • by Estates Gone Wrong
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What to Do if You Suspect —or Have Been Accused of— Estate Theft

This episode of Financial Decoder explores inheritance from both perspectives: the person planning to pass on wealth and the heir receiving it. 13 Apr
  • by Estates Gone Wrong
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Financial Decoder Podcast Examines “Both Sides of an Inheritance”

Absence of a clear and well-structured will often leads to protracted and costly legal disputes, straining relationships. Take steps, now, to ensure your will is "contest-proof"... 13 Apr
  • by Estates Gone Wrong
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Eliminating Ambiguity: Steps to Ensure Your Will is “Contest-Proof”

It seems that traditional approaches and societal norms are underpinning the practice of the daughter being given the caregiver role and the son looking after finances and property, even though their skills and abilities may not match those roles. 30 Mar
  • by Estates Gone Wrong
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Designating POA Responsibilities: Is Gender Playing a Role?

Without the right legal documents, even your closest family member can’t access your accounts, talk to your doctors or make decisions on your behalf. Here are the five “Must-Have Documents” that protect your independence. 28 Mar
  • by Estates Gone Wrong
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Estate Planning Documents Suze Orman Says Single Women Need

Over 6 million Canadians aged 15 and older identifies having one or more disabilities. Today, we're talking about estate planning for disabled beneficiaries in British Columbia. 26 Mar
  • by Estates Gone Wrong
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How to Safeguard Your Disabled Loved Ones in Your Estate Plan

An updated list of the best estate planning podcasts to listen to, in the US, curated by Million Podcasts... 21 Mar
  • by Estates Gone Wrong
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Top 10 Best Estate Planning Podcasts in the US

Losing a parent is one of life's most profound sorrows. For those in their 20s and 30s, this loss can feel particularly disorienting. As you navigate this complex journey, this guide offers compassionate support and practical coping strategies... 14 Mar
  • by Estates Gone Wrong
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Losing a Parent in Your 20s and 30s: Navigating Young Adult Grief

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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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