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  • Legacy Lexicon
To file a dependant support claim against an estate, you must file a Notice of Application with the court and provide supporting evidence in an affidavit, typically within six months of the estate trustee being appointed.  15 Jul
  • by Estates Gone Wrong
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How to File a Dependant Support Claim Against an Estate

Managing practical tasks while processing your own emotions creates a unique kind of stress that many executors are unprepared for. This guide offers strategies to help you navigate both journeys with more grace and less overwhelm. 15 Jul
  • by Estates Gone Wrong
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Strategies for Executors: Managing Grief While Managing an Estate

Not all couples want to be married, but there are some legal benefits that come with a government-recognized union. Unmarried couples should consider the following 9 Estate Planning tips... 11 Jul
  • by Estates Gone Wrong
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Estate Planning Tips for Unmarried Couples: United States

Revocable living trusts are just one part of the estate planning toolkit. Explore how they work, where they may add value, and what to consider if you're evaluating whether this strategy fits into your broader plan. 09 Jul
  • by Estates Gone Wrong
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When to Support Your Estate Plan with a Revocable Living Trust

By following these steps, you can maximize your chances of a successful and profitable estate sale.  01 Jul
  • by Estates Gone Wrong
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Resources: How to Plan a Successful Estate Sale

Comprehensive resource provided by the American College of Trust and Estate Counsel (ACTEC) that offers guidance and information on various aspects of estate planning. Explore the library for expert trust & estate guidance... 28 Jun
  • by Estates Gone Wrong
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Comprehensive Estate Planning Video Library: United States

These books offer the most current 2025 insights and can help you stay ahead of the curve in protecting your family and legacy with confidence. 27 Jun
  • by Estates Gone Wrong
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7 Future-Forward Estate Planning Books Defining 2025

Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – regardless of their net worth. 23 Jun
  • by Estates Gone Wrong
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Wealth Preservation: The Role of Trusts in Estate Planning

Creating an estate plan can protect your family’s finances. Learn why it is important for young families to get an early start on estate planning. 20 Jun
  • by Estates Gone Wrong
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Don’t Wait: Estate Planning for Young Families

This guide was created by the ALA Office of Research & Evaluation, and funded by the FINRA Investor Education Foundation. New books added June 13th, 2025... 13 Jun
  • by Estates Gone Wrong
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Financial Literacy in Public Libraries: Estate Planning Books

Just because your children are grown doesn’t mean the money conversations are over. In fact, some of the most important financial lessons and decisions happen in the later chapters of life—not just for you, but for your family. 11 Jun
  • by Estates Gone Wrong
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How to Share Financial Values with Your Adult Children

For high-net-worth families in Canada, effective estate planning is the cornerstone of generational wealth. In this guide, we walk through foundational estate planning strategies —tailored for families with significant wealth— and how to use them to build a legacy that lasts. 05 Jun
  • by Estates Gone Wrong
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Legacy-Centered Approach for High-Net-Worth Families in Canada

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Topics:

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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

Estate trustees (Executors) have a duty to keep accurate records of estate assets and transactions throughout their administration and to account to beneficiaries at appropriate intervals.

Keeping Meticulous Records: Practical Tips for Executors

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?

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