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  • Legacy Lexicon
This "Estate Planning Documents Checklist" covers what your estate plan should include, and how to find out what you need in your state.  05 May
  • by Estates Gone Wrong
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Estate Planning Documents Checklist: State-by-State

Absence of a clear and well-structured will often leads to protracted and costly legal disputes, straining relationships. Take steps, now, to ensure your will is "contest-proof"... 13 Apr
  • by Estates Gone Wrong
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Eliminating Ambiguity: Steps to Ensure Your Will is “Contest-Proof”

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

No one ever plans to be sick or disabled. Yet, planning for the future can make all the difference in an emergency and at the end-of-life. Being prepared and having important documents in a single place can give you peace of mind, help ensure your wishes are honored, and ease the burden on your loved ones. 01 Aug
  • by Estates Gone Wrong
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Comprehensive Checklist: Getting Your Affairs in Order

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
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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
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Decision-Making After a Dementia Diagnosis: Planning Ahead

You’ll want to ask your parents about their legal documents, finances, health and safety, living arrangements, and end-of-life wishes. These example questions can help you and your parents prepare for the future. 21 Mar
  • by Estates Gone Wrong
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Essential Questions You Should Ask Your Aging Parents

A living will is an important part of advance care planning, which involves discussing and preparing for future health care decisions in the event you can’t make them. Learn where to find advance directive forms in your state. 31 Oct
  • by Estates Gone Wrong
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Advance Care Planning: Preparing a Living Will

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Inheriting a collection is a significant emotional and financial event. It connects us to our past, to loved ones, and to histories that may span generations. Yet, it also presents a daunting challenge: how to decide what to keep and what to sell. 

Inherited Collectibles: Practical Tips for Deciding What to Keep or Sell

Over the past decade, a caregiving crisis has been building in the workplace. Currently, 35% of the Canadian workforce or 8 million people, are struggling and juggling their work responsibilities with caregiving duties.

Caregiving Crisis at Work: Millions of Canadians Struggling

Discretionary trusts can be an effective way to provide for beneficiaries without granting them fixed entitlements. However, these structures can create uncertainty for beneficiaries... Understanding the legal framework is critical for both sides.

Ontario Guide to Discretionary Trusts and Beneficiary Rights

What happens when the domestic tax rules of two different countries look at the same person and both conclude that the individual is a tax resident?

Navigating Dual-Residency: Canada’s Tax Treaty Tie-Breakers

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