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  • Legacy Lexicon
Planning your own funeral is an incredible act of love. If you don’t design and document your final wishes, your family will have to do so while mourning your death. 08 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

How To Plan Your Own Funeral: 10-Step Guide & Checklist

This guide was created by the ALA Office of Research & Evaluation, and funded by the FINRA Investor Education Foundation. New books added June 13th, 2025... 13 Jun
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Financial Literacy in Public Libraries: Estate Planning Books

If you or a loved one has been diagnosed with Alzheimer’s disease or a related dementia, it may be difficult to think beyond the day to day. However, taking steps now can help prepare for a smoother tomorrow. 01 May
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Decision-Making After a Dementia Diagnosis: Planning Ahead

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Ever thought about gifting a property to your children? I recently had this very discussion with my own aging parents. This resulted in some important discussions about our family home, their goals and consideration for the tax outcomes of any decisions made...

Transferring the Family Home: Considerations for Canadians

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors. 

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events.

The Financial and Emotional Challenges of Major Life Changes

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.

Dementia Hub: Fraud Prevention Resources from AARP

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