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  • Legacy Lexicon
Second marriages and blended families don’t have to mean complicated or risky outcomes. With the right planning, you can protect everyone's interests and reduce the risk of disputes. Seeking legal advice early is essential... 01 Feb
  • by Estates Gone Wrong
  • Curated Content, Life Events

Second Marriages: Seeking Legal Advice Early is Essential

Settling a loved one's digital life requires understanding legal roles and provider policies. Every company follows its own specific rules and privacy policies. Learn the process for managing digital accounts and how planning can simplify it. 31 Jan
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

The Legal Steps Involved in Settling a Loved One’s Digital Life

Older adults are a common target of scammers looking to obtain money or personal information. Here's how to protect yourself and your parents from falling victim to malicious health care scams. 30 Jan
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

How to Protect Older Adults from Online Scams

Administering an estate can be challenging at the best of times. But what happens if a beneficiary simply refuses to engage, leaving the estate stuck for years? 27 Jan
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

An Estate Stuck in Limbo: Beneficiary Refuses to Engage

This article provides an overview of the U.S. federal estate and gift tax— specifically. its implications for Canadians owning U.S. assets... 26 Jan
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Estate Tax Planning Considerations for Canadians with U.S. Assets

Learn more about the process of claiming class action settlements for a deceased person's estate, including qualification, documentation, and distribution among heirs. 24 Jan
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Claiming Class Action Settlement Funds on Behalf of Deceased

When a beneficiary refuses to cooperate during estate administration, it can delay the entire process and create significant problems for everyone involved. 22 Jan
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Uncooperative Beneficiaries: Impact on Estate Administration

This article breaks down the current LTC crisis, what the waitlists look like across Canada, and how seniors can stay protected at home during what may be a long and uncertain wait. 20 Jan
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

Canada’s Long-Term Care (LTC) Waitlist Crisis

Family-owned enterprises represent nearly two thirds of all Canadian businesses... A poorly managed generational transition carries economic consequences that can ripple into employment, capital formation, municipal tax bases, and supply chains. 16 Jan
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Generational Transition Will Shape The Canadian Economy

Selling or transferring an inherited cottage in Canada often triggers capital gains tax, even though Canada does not have an inheritance tax. If you are administering an estate or planning a future transfer, early tax clarity can prevent costly mistakes later. 12 Jan
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Selling or Transferring an Inherited Cottage in Canada

If you are considering when —or if— you can challenge a will in Ontario, it is important to understand that not every disagreement leads to a successful claim. Ontario courts respect testamentary freedom... 10 Jan
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

When Can You Challenge a Will in Ontario?

This article explains the legal framework for inheritances for minors in Ontario. It covers management options, practical considerations, and key steps for protecting a minor beneficiary's interests... 08 Jan
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Understanding & Managing Inheritance for Minors in Ontario

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