When someone manipulates a vulnerable person into changing their estate plan, affected family members may challenge the documents based on undue influence. 15 Apr

Undue Influence: Proving Someone Manipulated an Estate Plan

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

Designating POA Responsibilities: Is Gender Playing a Role?

Without the right legal documents, even your closest family member can’t access your accounts, talk to your doctors or make decisions on your behalf. Here are the five “Must-Have Documents” that protect your independence. 28 Mar

Estate Planning Documents Suze Orman Says Single Women Need

Cross-border capacity and guardianship issues are becoming increasingly common as families, assets, and caregiving arrangements span jurisdictions. 27 Mar

Cross-Border Guardianship: Capacity Case Spans Jurisdictions

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

Steady Increase in Undue Influence Estate Disputes in Canada

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

Decision Making & Older Adults: Capacity Disputes in Ontario

New Study Finds "Women Are Trusted Most" to Manage Crises and Estates in Canada 03 Mar

Critical Life Decisions: Women Trusted Most

It’s vital for every adult in Ontario to get their head around the fundamental distinction between a Power of Attorney and a Guardianship. These aren’t just two names for the same thing... 04 Feb

Power of Attorney vs Guardianship in Ontario: The Critical Difference

This article breaks down the current LTC crisis, what the waitlists look like across Canada, and how seniors can stay protected at home during what may be a long and uncertain wait. 20 Jan

Canada’s Long-Term Care (LTC) Waitlist Crisis

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. 17 Nov

Dementia Hub: Fraud Prevention Resources from AARP

Relatives more prepared than ever to take costly legal action to fight for what they feel is 'their due slice' of family wealth— Attempts to have a will ruled invalid have surged 61% in five years... 23 Oct

Family Feuds Over Inheritances Surge 61% in UK

To determine whether the photocopy could be admitted, the Ontario Superior Court of Justice applied the "four-part legal test for admitting a lost will" and found that all four criteria were satisfied... 20 Oct

Ontario Court Ruling: Photocopy of Lost Will Deemed Admissible