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  • Estates Gone Wrong
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  • Related Resources
  • Legacy Lexicon
Property owners who have used joint ownership as an estate planning tool to avoid the cost and delay of probate will need to revisit their plans in light of this decision. 16 Dec
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Court Ruling Upsets Commonly-held Interpretation of Joint Tenancy

There is no one-size-fits-all approach, so the strategy that’s right for you may not be appropriate for someone else. That’s why you should seek legal and tax advice when incorporating charitable or philanthropic giving into your estate plan. 16 Dec
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Have You Built Charity & Philanthropy into Your Estate Plan?

Your death will create emotional, legal, and financial challenges for your loved ones. Explore what NOT TO DO when planning your estate. 14 Dec
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

What “NOT TO DO” When Planning Your Estate

Special Needs Adults: Presumption of Capacity & Individual Rights | Can a court make a parenting order for an adult child living with a disability without giving them an opportunity to participate in the proceeding? 12 Dec
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Special Needs Adults: Presumption of Capacity & Individual Rights

Advance care terminology in Canada is confusing because each province uses different names for similar documents. This guide clarifies each term, explains the differences, and shows how they fit together in your estate plan. 11 Dec
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Guide to Understanding Advance Care Terminology in Canada

In today’s increasingly digital world, traditional processes are being transformed by technology, and estate planning is no exception. Recent developments in technology and changes to the legal landscape are creating room for the possibility of electronic wills... 10 Dec
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Electronic Wills: The Future of Estate Planning in Ontario

Strategies to Reduce Your Final Tax Return | Could paying a little more now provide significant relief on your final tax return upon death? 06 Dec
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Strategies to Reduce Your Final Tax Return: Canada

Preventing Loved Ones from Internet Scams: Powers of Attorney 05 Dec
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Preventing Loved Ones from Internet Scams: Powers of Attorney

Navigating probate in Canada requires careful planning and attention to provincial laws. Learn how to handle probate in Canada, including costs, processes, and asset exemptions. 03 Dec
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Your Complete Guide to Navigating Probate in Canada

There are steps you can take to find out if you have an unclaimed inheritance. Learn how to claim assets that may be rightfully yours... 30 Nov
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

How to Search for Unclaimed Inheritance: Canada

Philanthropy is a significant part of your life. It's a reflection of your values and the legacy you wish to leave behind. However, ensuring that your beloved charities are named in your Will requires careful planning and attention to detail. 30 Nov
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

How to Ensure Your Beloved Charities are Named in Your Will

Sibling Rivalry Lands Mother’s Estate in Court | A Cautionary Tale | Family Disputes | Court Battles | Estates Gone Wrong 28 Nov
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Sibling Rivalry Lands Mother’s Estate in Court

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Topics:

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  • Common Mistakes (52)
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  • Family Disputes (68)
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Recent:

Long-Term Care (LTC) is expensive, unpredictable and often prolonged. The projected “great wealth transfer” may therefore become far more concentrated among families who are wealthy enough to absorb years of care costs without exhausting their assets.

US Long-Term Care Costs ‘Eating into’ Family Wealth

Estate trustees (Executors) have a duty to keep accurate records of estate assets and transactions throughout their administration and to account to beneficiaries at appropriate intervals.

Keeping Meticulous Records: Practical Tips for Executors

Have Canadian boomers saved enough for retirement? It doesn't seem like it... And the numbers suggest this isn’t just a handful of unlucky families. It’s a structural problem with how an entire generation approached retirement.

Why Canadian Kids Are Bailing Out Boomer Parents

A handshake promise to leave the family farm can legally override a written will in New South Wales. The legal mechanism is equitable estoppel, and courts have enforced it in farm succession disputes where the evidence is strong enough.

NSW Inheritance Law: Can a Verbal Promise Override a Will?

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