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  • Legacy Lexicon
How do you approach estate planning if your property is divided between Florida and another country? Don’t assume Florida and Canada have the same laws! Consider putting your Florida property into a Trust... 18 Dec
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Florida Estate Planning for Canadian Snowbirds

Can Your Subscription Service Limit Your Estate’s Ability to Sue? | Digital Distress | Streaming Subscription Agreement | Estates Gone Wrong 02 Oct
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Warning: Read “Subscriber Agreements” Very Carefully

Canadians with U.S. Beneficiaries: Cross-border Estate Planning Tips 24 Jun
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Canadians with U.S. Beneficiaries: Cross-border Estate Planning Tips

Navigating the complex web of estate planning for Canadians with foreign ties requires a deep understanding of both domestic and international tax laws. That is why involvement of legal experts from the relevant foreign jurisdictions is often necessary and strongly recommended. 30 May
  • by Estates Gone Wrong
  • Curated Content, Related Resources

The Complexities of International Estate Planning for Canadians

Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning. 02 Jan
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Snowbirds: Is Your Cross-border Property in Your Estate Plan?

Consideration of digital assets is now a necessary part of a complete estate plan. This is a rapidly evolving area of the law, and one that is increasing in importance each year. On the bright side, it presents an excellent reason to think about the things that mean the most in your life... 26 Sep
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Navigating the Digital Afterlife: Your Online Legacy

UK docuseries "Inheritance Wars" features gripping and shocking true stories of families dragged through the courts by grief and greed... 17 Sep
  • by Estates Gone Wrong
  • Dramatized Content, Family Disputes

Inheritance Wars | UK Documentary Series | 2023

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Recent:

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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