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Navigating the complex web of estate planning for Canadians with foreign ties requires a deep understanding of both domestic and international tax laws. That is why involvement of legal experts from the relevant foreign jurisdictions is often necessary and strongly recommended. 30 May
  • by Estates Gone Wrong
  • Curated Content, Related Resources

The Complexities of International Estate Planning for Canadians

Inheriting a Property With Your Siblings: What Are Your Options? | Family Disputes | Property Pitfalls | Real Estate | Estates Gone Wrong 30 May
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Inheriting a Property With Your Siblings: What Are Your Options?

Your Living Will: a Crucial Component of a Complete Estate Plan 28 May
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Living Will: a Crucial Component of a Complete Estate Plan

Life Insurance can be used as an extremely useful estate-planning tool that can go far beyond keeping your family financially secure. It can help maximize your estate’s value and ensure that your will is distributed fairly, all while funding your estate’s tax liabilities. 15 May
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Estate Preservation Strategies: The Tax Benefits of Life Insurance

As a small business owner or entrepreneur, you have invested time, energy, and resources into building a successful business. But have you considered how your business fits into your broader estate plan? 07 May
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Estate Planning for Business Owners: A Step-by-Step Guide

People often believe that they can litigate a wills and estate matter in a “risk-free” manner because the estate will bear the legal costs of the disputants. That is generally not true... 06 May
  • by Estates Gone Wrong
  • Curated Content, Related Resources

The Legal Costs of Estate Litigation: Know The Risks!

Succession planning is an essential component of protecting the continuity of your business. If done right, it can also support the success and harmony of your family's long-term well-being. 01 May
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Passing Down Your Business to The Next Generation

Your Family Pet Deserves a Well Thought Out Transition Plan | Curated Content | Common Mistakes | Estates Gone Wrong 15 Apr
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Your Family Pet Deserves a Well Thought Out Transition Plan

From the perspective of beneficiaries, interim distributions represent a lifeline of financial empowerment. This in-depth guide covers what they encompass, when they should be contemplated, and the profound significance they hold. 12 Apr
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Timely Access to Inheritance: Demystifying “Interim Distributions”

Removing an Estate Trustee: How Bad is Bad Enough? | Family Disputes | Court Rulings | Ontario | Estates Gone Wrong 10 Apr
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Removing an Estate Trustee: How Bad is Bad Enough?

Family Business Succession Planning: A Canadian Guide 05 Apr
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Family Business Succession Planning: A Canadian Guide

Canada is on the brink of a historic wealth transfer, with estimates suggesting that up to $1 trillion could change hands over the next decade. With proper planning, the transition of wealth can be a smooth and positive experience. 03 Apr
  • by Estates Gone Wrong
  • Curated Content, Related Resources

The Great Wealth Transfer: How Prepared are Canadians?

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Topics:

  • Beneficiary Rights (26)
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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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