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. 05 Aug

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. 29 Jul

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. 26 Jul

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. 26 Jul

Cost of Eldercare Obliterating Expected Inheritance

An executor must administer the estate with diligence, respond to reasonable inquiries from beneficiaries, and take the Court process seriously. Where those duties are not met, the Court has shown that it is prepared to order costs personally... 24 Jul

What Happens When An Executor ‘Ghosts’ The Estate?

With the right strategies, you can avoid making financial mistakes and instead ensure most of what you want to leave behind lands in the correct hands... 23 Jul

End-of-Life Tax Strategies: Leaving More For Your Heirs

23 Jul

New US Tax Laws That Could Impact What Your Heirs Receive

Choosing an executor is one of the most consequential decisions in estate planning. Conflicts of interest can lead to family disputes, high legal costs, and can jeopardize proper estate administration. 22 Jul

What Constitutes Executor Conflicts of Interest in Ontario?

What are you actually entitled to know as an estate beneficiary? And if you are the executor, what do you actually have to share? Here is how it works in British Columbia... 21 Jul

Beneficiary Rights in BC: What Executors Need to Know

Not planning your life around legacy? You're not alone. A growing wave of single and child-free retirees is unapologetically putting their own needs first. Don't forget to protect yourself by planning for the "What Ifs"... 17 Jul

No Heirs? Protect Yourself, Before You ‘Blow Your Nest Egg’!

Under Australian estate law, executors owe a fiduciary duty to all beneficiaries. This guide explains exactly what conduct justifies a dispute, what steps to take first, and how the courts approach these matters in 2026. 16 Jul

Australian Estate Law: Guide to Disputing Executor Conduct

The Court of Appeal recently released a decision dismissing appeals against conviction of a former Toronto police officer who fabricated the last will and testament of Heinz Siegfried Sommerfeld to benefit the police officer. 15 Jul

Consequences of ‘Stealing’ an Estate: Ontario Fraudulent Will Case