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  • Related Resources
  • Legacy Lexicon
Finding the right will making software for your family situation can streamline the process and allow you to have everything in order for your heirs. These sites can help you create an affordable will online... 20 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

How to Create an Affordable Will Online: United States

Michigan has its own unique set of rules when it comes to estate planning, and knowing these can help you safeguard your family’s future. 19 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Easy Estate Planning Tips for Michigan Residents

Almost half of all Canadians lack estate plans, leaving financial and medical decisions uncertain: Scotiatrust survey reveals gaps in wills and power of attorney documents, leaving key decisions unmade... 07 Feb
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Scotiatrust Estate Planning Survey Finds Canadians Unprepared

While long-term care is often associated with the elderly, it can affect individuals of all ages due to various circumstances. In this comprehensive guide, we will explore the different types of long-term care available and delve into how estate planning is affected by and should be considered for each type. 31 Jan
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

Estate Planning & Long-Term Care: A Comprehensive Guide

The terms "advance care plan" and "living will" are often used interchangeably in Canada, but there are important distinctions between these two healthcare planning documents. Understanding these differences is crucial for making informed decisions about your future medical care. 24 Jan
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Advance Care Plans vs. Living Wills in Canada: What are the Differences?

Choosing the right estate planning attorney is vital for ensuring that your wishes are honored and your assets are properly managed. By following these tips, you can ensure a smoother transition of assets and provide peace of mind for yourself and your loved ones. 25 Sep
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

How Do I Choose The Right Estate Planning Attorney?

Your Living Will: a Crucial Component of a Complete Estate Plan 28 May
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Living Will: a Crucial Component of a Complete Estate Plan

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones. 11 Mar
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Relying Solely on a Will? It Could Be a Costly Mistake!

Individuals who are making plans related to end-of-life decisions, providing assistance to adults or minors in need of care, or making other life changes may need to complete and file a number of estate planning or probate forms in court. Some of the most common areas in which people may seek out forms of this nature include those related to advance directives, guardianships, and name changes. 30 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Estate Planning & Probate Legal Forms: 50-State Resources

Do your loved ones know your wishes should you become incapacitated? Making decisions without clear directions from you can be extremely difficult. Every Canadian adult should have a living will... 22 Mar
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Advance Directives: What Should be Included in Your Living Will?

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Ever thought about gifting a property to your children? I recently had this very discussion with my own aging parents. This resulted in some important discussions about our family home, their goals and consideration for the tax outcomes of any decisions made...

Transferring the Family Home: Considerations for Canadians

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors. 

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events.

The Financial and Emotional Challenges of Major Life Changes

Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported. Consider bookmarking the BankSafe Dementia Hub as a go-to reference when navigating delicate client situations.

Dementia Hub: Fraud Prevention Resources from AARP

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