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  • Legacy Lexicon
Whether you own a cottage, a family home, or any other high-value asset, working with an experienced estate lawyer to craft clear, specific, and regularly updated instructions is not just good practice — it is essential. 22 Mar
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Why Cottage Estates Are a Breeding Ground for Family Conflict

When valid, no contest clauses can be a powerful tool for discouraging estate litigation. Typically, these clauses threaten to disinherit beneficiaries who challenge the validity of the testator’s final will... 18 Mar
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Can a Beneficiary Be Disinherited Over a Successful Litigation?

"Some businesses remain in the family. Others do not. Business owners might muse about succession within the family unit. However, musings do not always give rise to enforceable promises." 04 Mar
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Succession Planning for a Family Business Can Be Tricky

A recent decision of the Ontario Superior Court of Justice provides a stark reminder that unsuccessful litigants—particularly those who advance self-interested claims—may be ordered to pay millions of dollars in costs personally. 27 Feb
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Ontario Beneficiary Held Personally Liable for Legal Costs

Administering an estate can be challenging at the best of times. But what happens if a beneficiary simply refuses to engage, leaving the estate stuck for years? 27 Jan
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

An Estate Stuck in Limbo: Beneficiary Refuses to Engage

While informal verbal agreements may seem convenient and cost-effective at the time they are made, they all-too-frequently lead to disputes down the road. 21 Jan
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Informal Verbal Agreements Frequently Lead to Estate Disputes

If you are considering when —or if— you can challenge a will in Ontario, it is important to understand that not every disagreement leads to a successful claim. Ontario courts respect testamentary freedom... 10 Jan
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

When Can You Challenge a Will in Ontario?

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
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Ontario Court Ruling: Photocopy of Lost Will Deemed Admissible

A successful dependant support application requires clear, detailed and credible evidence. This article explores these requirements, highlighting key principles from recent case law. 15 Oct
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Burden of Proof: Building a Strong Dependant Support Claim

Estate disputes rarely arise from money alone. They are often triggered by conflicting instructions, unclear drafting, or overlooked provisions. The best protection is clarity, coordination, and regular review. 02 Oct
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Ambiguous Wills: How Fragile an Estate Plan Can Become

In What Circumstances Can an Attorney for Personal Care Restrict Visitors from Visiting an Incapacitated Person in a Long-Term Care Home? 23 Sep
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

Can a Power of Attorney for Personal Care Restrict Visits?

Conditional bequests are provisions in a will that make an inheritance contingent on a beneficiary fulfilling specific requirements. These conditions must be clear, possible, and not violate public policy or the law to be valid.  08 Sep
  • by Estates Gone Wrong
  • Generated Content, Legacy Lexicon

Conditional Bequests: Criteria for Legal Validity

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Recent:

While having an estate plan in place to provide for your possible incapacity and death is important, many people also look for a way to pass down their knowledge, values and memories. This can be done through a non-legal document called an Ethical Will...

Creating an Ethical Will: a Legacy Letter for Your Loved Ones

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

By the time a family sees the fall or the diagnosis, they are seeing the tip of an iceberg. The decline underneath it started much earlier. That earlier stretch is where families still have real choices.

Five Most Common Signs of Decline in Aging Parents

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

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