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  • Legacy Lexicon
Careers, families, and assets no longer fit neatly within a single jurisdiction... As lives become increasingly global, estate planning must reflect that reality. 17 Apr
  • by Estates Gone Wrong
  • Curated Content, Life Events

Cross-Border Estate Planning Lessons from a Destination Wedding

A shareholders’ agreement is an important document to shareholders and businesses. There are several reasons to review a shareholders’ agreement every 3 to 5 years. 07 Apr
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Reasons to ‘Dust Off’ a Shareholders’ Agreement

Estate tax planning can significantly affect what you leave behind. Here are six ways to help minimize taxes on your estate... 01 Apr
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Six Ways to Help Minimize Taxes on Your Estate in Canada

It seems that traditional approaches and societal norms are underpinning the practice of the daughter being given the caregiver role and the son looking after finances and property, even though their skills and abilities may not match those roles. 30 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Designating POA Responsibilities: Is Gender Playing a Role?

Inheriting farmland doesn’t require moving back to the farm. With the right planning, Canadians can keep farm assets in the family and potentially preserve valuable tax breaks for future generations. 30 Mar
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Urban Heirs, Rural Assets: Inheriting Farmland in Canada

Cross-border capacity and guardianship issues are becoming increasingly common as families, assets, and caregiving arrangements span jurisdictions. 27 Mar
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Cross-Border Guardianship: Capacity Case Spans Jurisdictions

Over 6 million Canadians aged 15 and older identifies having one or more disabilities. Today, we're talking about estate planning for disabled beneficiaries in British Columbia. 26 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

How to Safeguard Your Disabled Loved Ones in Your Estate Plan

Even in provinces that allow holographic (handwritten) Wills, a do-it-yourself solution can pose a greater risk of costly disputes and delays. 25 Mar
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Are Handwritten Wills Legally Valid Across Canada?

Estate litigation lawyers across Canada are seeing a steady increase in undue influence estate disputes. Families are more frequently questioning whether a will truly reflects a loved one’s wishes or whether someone exerted pressure behind the scenes. 23 Mar
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Steady Increase in Undue Influence Estate Disputes in Canada

While courts are generally reluctant to interfere with a testator’s choice of estate trustee, that choice will be overridden where it is necessary to ensure the proper, efficient, and impartial administration of the estate. 23 Mar
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Feuding Siblings Replaced By Neutral Third-Party Estate Trustee

Whether you own a cottage, a family home, or any other high-value asset, working with an experienced estate lawyer to craft clear, specific, and regularly updated instructions is not just good practice — it is essential. 22 Mar
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Why Cottage Estates Are a Breeding Ground for Family Conflict

Families rarely plan for capacity disputes. They emerge in real time. Disputes often grow when families assume capacity is global. However, capacity is decision-specific. It is not a single, permanent label. 20 Mar
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Decision Making & Older Adults: Capacity Disputes in Ontario

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Recent:

With many estates being administered over extended periods —by older spouses, siblings, or peers— the risk that an executor becomes incapable is very real and foreseeable. Planning for incapacity at the drafting stage is key...

What Happens When An Estate Executor Becomes Incapable?

Navigating the legal maze of Canadian Estate Planning can be exceptionally daunting due to the recent enforcement of transparency mandates across all provinces. This article examines the structural steps required to successfully execute a family trust in Canada...

How To Set Up a Family Trust in Canada: 2026 Action Plan

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How Do I Set Up a Living (Inter Vivos) Trust in Canada?

This article provides general information only. Estate administration rules and procedures vary across provinces and territories, and legal advice is recommended in most cases.

Estate Administration: Practical First Steps for Executors

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