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  • Related Resources
  • Legacy Lexicon
Canadian Outlook 2025: The Future of Estate Planning 19 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Canadian Outlook 2025: The Future of Estate Planning

Best Estate Planning podcasts from thousands of podcasts on the web and ranked by relevancy, authority, social media followers & freshness 14 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Best Estate Planning Podcasts: According to FeedSpot

Comprehensive estate planning can help you achieve your future financial goals, and your executor will thank you. Hello, I’m Leanne Kaufman, and welcome to RBC Wealth Management Canada’s Matters Beyond Wealth podcast... 11 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Matters Beyond Wealth Podcast: Estate & Legacy Planning are Vital

When a parent leaves an inheritance as a legacy for their children, the intent is always to secure their future. Statistics tell us that 1-in-3 heirs end up blowing all the money, rather than stewarding it well. 31 Jan
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

How One Woman Almost Lost a $4M Inheritance

‘Really weird vibes’: This man says his wife’s grandma left them part of a multi-million dollar inheritance — but her parents think they ‘got skipped’ and want in on it. 29 Jan
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Family Drama & Weird Vibes: Grandma’s Inheritance Surprise

Welcome to "Let’s Talk Family Enterprise", a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. 19 Dec
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Estate Planning: Don’t Leave a Mess! [Podcast Episode]

Dive a little deeper into the most common questions that people are asking online about estates, probate, and the role of the executor... RBC's "Matters Beyond Wealth" podcast : Episode 54 12 Nov
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Frequently Asked Questions About Being an Executor in Canada

The Inheritance Games offers a thrilling exploration of estate planning through the lens of a captivating mystery. By learning from the fictional world of Avery Grambs, we can gain valuable insights into the importance of a well-created estate plan. 05 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Estate Planning Lessons from “The Inheritance Games”

Mental Health Impacting Intergenerational Wealth Transfers [Podcast Episode] 10 Jun
  • by Estates Gone Wrong
  • Curated Content, Related Resources

The Impact of Mental Health on Intergenerational Wealth Transfers

Predatory Probate Lending: an Epidemic in Need of Law Reform? 22 May
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Predatory Probate Lending: an Epidemic in Need of Law Reform?

Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning. 02 Jan
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Snowbirds: Is Your Cross-border Property in Your Estate Plan?

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  • Tax-Smart Strategies (18)

Recent:

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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