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  • Legacy Lexicon
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:

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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