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The digital age has ushered in a paradigm shift in estate planning and administration... This article will delve deeper into the complexities of digital asset succession in Ontario, discussing the challenges faced, potential solutions, and the evolving legal landscape. 25 Oct
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

The Evolving Landscape of Digital Asset Succession

How to Include Cryptocurrency in Your Estate Plan | Digital Distress | Online Accounts | Digital Assets | Estates Gone Wrong 14 May
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

How to Include Cryptocurrency in Your Estate Plan

The Impact of Digital Assets on Estate Planning and Litigation | Digital Distress | What Happens to Your Digital Assets | Estates Gone Wrong 11 Mar
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

The Impact of Digital Assets on Estate Planning and Litigation

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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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