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  • Legacy Lexicon
These books offer the most current 2025 insights and can help you stay ahead of the curve in protecting your family and legacy with confidence. 27 Jun
  • by Estates Gone Wrong
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7 Future-Forward Estate Planning Books Defining 2025

This guide was created by the ALA Office of Research & Evaluation, and funded by the FINRA Investor Education Foundation. New books added June 13th, 2025... 13 Jun
  • by Estates Gone Wrong
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Financial Literacy in Public Libraries: Estate Planning Books

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
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Estate Planning Lessons from “The Inheritance Games”

7 Best Estate Planning Books for 2023 | It’s never too early to start planning your estate. You can be prepared with these seven books on estate planning. 22 Mar
  • by Estates Gone Wrong
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Resources: 7 Best Estate Planning Books for 2023

This handbook is for those who have been appointed an executor (now called an “estate trustee”) in Ontario. Read further for excerpts from "How to Administer an Estate in Ontario: Plain Language Handbook", available on Amazon... 01 Sep
  • by Estates Gone Wrong
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How to Administer an Estate in Ontario: Plain Language Handbook

LegalWills.ca highly recommends the following books: a special selection of books related to funeral, estate and financial planning. 25 May
  • by Estates Gone Wrong
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Will & Estate Planning Books: Recommended by LegalWills.ca

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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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