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  • Legacy Lexicon
Even the most well-meaning executors may encounter unforeseen difficulties during the estate administration process. Errors in estate administration can make an otherwise simple procedure more difficult. Learn more about these common mistakes and how to avoid them... 24 Feb
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Estate Administration in Ontario: Avoiding Common Mistakes

If you are involved in an estate inheritance lawsuit, you can consult a lawyer with experience in estate litigation. You can also try to resolve the dispute through mediation or arbitration.  19 Jan
  • by Estates Gone Wrong
  • Frequently Asked Questions, Generated Content

Estate Inheritance Lawsuit: What are Your Options?

Defusing Trust Disputes: A Guide to Conflict Resolution 06 Dec
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Defusing Trust Disputes: A Guide to Conflict Resolution

Rotary Fights ‘Misleading Headlines’: Dispute Over Complicated Estate 20 Nov
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Charity Wants ‘Nothing But Resolution’: Rotary Speaks Out

If you’re considering a family settlement agreement, consulting a probate attorney can ensure the process is handled correctly and fairly. With the right guidance, your family can achieve a resolution that honors the deceased’s wishes while promoting harmony among heirs. 09 Nov
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Estate Dispute Resolution: What is a Family Settlement Agreement?

Court Upholds Validity Of Wills Despite Claims Of Undue Influence | Recent ruling: The importance of assessing claims of undue influence within the context of deceased's broader relationships and intentions 18 Oct
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Court Upholds Validity of Wills Despite Claims of Undue Influence

Court Ordered Sale of Estate Lands Ends 30-Year Dispute Among Heirs | Property Pitfalls | Real Estate | Family Disputes | Estates Gone Wrong 03 Oct
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Court Ordered Sale of Estate Lands Ends 30-Year Dispute Among Heirs

Charities named as beneficiaries are generally treated in the same way as an individual, save for tax considerations. They will want to be respectful of the Deceased’s wishes. 10 Sep
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Inheritance Disputes Over Charitable Giving: What to Expect

Judge Orders Guardianship Firm to Return Thousands to Elderly Woman | Curated Content | Elder Care | Court Rulings | Estates Gone Wrong 05 Sep
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

Judge Orders Guardianship Firm to Return Thousands to Elderly Woman

The Supreme Court recently ruled in favour of Blue Cross, RSPB and RSPCA in the case of a legacy bequest which was challenged by the donor’s daughter. 13 Aug
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Important Case Ruling: Contested Wills and Charities in the UK

Tips to Help Siblings Avoid or Resolve an Estate Battle | Curated Content | Family Disputes | Estates Gone Wrong 05 Aug
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Tips to Help Siblings Avoid or Resolve an Estate Battle

Billionaire Family Feuds: The 7 Biggest Disputes 26 Apr
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

Billionaire Family Feuds: Seven High-Profile Disputes

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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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