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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
  • Curated Content, Related Resources

Estate Planning Documents Checklist: State-by-State

Every inherited commercial property with tenants comes with lease obligations that transfer with the building, not with the person. The estate steps into the landlord role immediately. 21 Apr
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Inherited Commercial Property with Tenants: Guide for Heirs & Executors

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
  • Curated Content, Related Resources

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
  • Curated Content, Related Resources

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
  • Curated Content, Related Resources

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
  • 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

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
  • Curated Content, Related Resources

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
  • Curated Content, Related Resources

Advance Care Planning: Preparing a Living Will

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Recent:

Not planning your life around legacy? You're not alone. A growing wave of single and child-free retirees is unapologetically putting their own needs first. Don't forget to protect yourself by planning for the "What Ifs"...

No Heirs? Protect Yourself, Before You ‘Blow Your Nest Egg’!

The Court of Appeal recently released a decision dismissing appeals against conviction of a former Toronto police officer who fabricated the last will and testament of Heinz Siegfried Sommerfeld to benefit the police officer.

Consequences of ‘Stealing’ an Estate: Ontario Fraudulent Will Case

Estate planning is about making sure the people you love aren’t handed a legal and financial mess on the worst day of their lives. None of these steps are complicated, and most can be started this month. The only truly expensive option is waiting.

5 Estate Planning Steps Canadians Delay The Most

Talking with family about estate planning is one of the most loving conversations you can have. Because it’s so important to have these conversations, here are six key things to keep in mind when discussing estate planning with your loved ones...

6 Tips to Help You Talk to Your Family About Estate Planning

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