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  • Legacy Lexicon
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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Recent:

Inheriting a collection is a significant emotional and financial event. It connects us to our past, to loved ones, and to histories that may span generations. Yet, it also presents a daunting challenge: how to decide what to keep and what to sell. 

Inherited Collectibles: Practical Tips for Deciding What to Keep or Sell

Over the past decade, a caregiving crisis has been building in the workplace. Currently, 35% of the Canadian workforce or 8 million people, are struggling and juggling their work responsibilities with caregiving duties.

Caregiving Crisis at Work: Millions of Canadians Struggling

Discretionary trusts can be an effective way to provide for beneficiaries without granting them fixed entitlements. However, these structures can create uncertainty for beneficiaries... Understanding the legal framework is critical for both sides.

Ontario Guide to Discretionary Trusts and Beneficiary Rights

What happens when the domestic tax rules of two different countries look at the same person and both conclude that the individual is a tax resident?

Navigating Dual-Residency: Canada’s Tax Treaty Tie-Breakers

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