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  • Legacy Lexicon
One widely shared social post says putting “everything you own” into a Trust could bypass probate, leaving more funds for your kids when passing on your estate. But that advice is far from universal. 12 May
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Put “Everything in a Trust” to Bypass Probate: Is This Good Advice?

Ontario’s approach is deliberately cautious. A posthumously conceived child is entitled to inherit only if all statutory requirements are satisfied. 08 May
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Posthumous Conception and Inheritance in Ontario

For individuals with cross-border estates, careful planning is essential. For Canadians with connections to European Union member states, this area of law has grown considerably more important... 27 Apr
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Canadians with European Assets: Whose Law Governs?

At what age is a child ready to inherit? It's a question many parents and grandparents ask, particularly when the child is still a young adult. 24 Apr
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

TD Wealth MoneyTalk: Is Your Child Ready To Inherit?

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?

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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

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?

Washington Post analysis finds that the "great wealth transfer" narrative is largely a story about the very top of the income distribution. For many in the middle, retirement savings are being consumed by care costs, not passed on.

Cost of Eldercare Obliterating Expected Inheritance

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