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  • Legacy Lexicon
What if you no longer want to include someone in your will? Whether you're navigating a second marriage, dealing with an estranged relative, or leaving your assets to charity, there are reasons to disinherit someone. 13 Jun
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Six Reasons to Disinherit Someone and How to Do It Correctly

By ensuring that your intentions are documented, accounting for all family members, and keeping the will simple, you can help your loved ones avoid legal battles and ensure your estate is handled smoothly.   12 Jun
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Valuable Lessons in Clarity & Intent from Canadian Celebrity Estates

Case Study: Limits of Family Law Claims Against an Estate 09 Jun
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Case Study: Limits of Family Law Claims Against an Estate

Inheritance disputes are on the rise. One of the reasons for this is a significant increase in the number of blended families. We are calling this the Cinderella Dilemma... 27 May
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

The Cinderella Dilemma: Protecting Your Children’s Inheritance

Disputes over intellectual property can escalate into legal battles if not addressed properly, potentially harming both the IP itself and family relationships. 26 May
  • by Estates Gone Wrong
  • Family Disputes, Generated Content

Family Disputes Over Intellectual Property: Common Causes

Divorce significantly impacts estate plans, potentially invalidating provisions naming a former spouse as a beneficiary or executor, so a review and update are crucial.  13 Mar
  • by Estates Gone Wrong
  • Generated Content, Life Events

The Significant Impact of Divorce on Your Estate Plans

Changes to the Succession Law Reform Act and Family Law Act 07 Mar
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Changes to the Succession Law Reform Act and Family Law Act

The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will set your family on the path to success. 04 Mar
  • by Estates Gone Wrong
  • Curated Content, Life Events

Resilient Estate Planning in The Face of Unexpected Life Events

Holding Assets & Accounts Jointly with Your Kids: Know the Risks 24 Feb
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Holding Assets & Accounts Jointly with Your Kids: Know the Risks

Estate Planning for Blended Families in Ontario | Estate planning becomes more intricate when dealing with blended families, particularly when adult children from previous marriages are involved. Careful consideration of both legal obligations and family dynamics is essential. 04 Feb
  • by Estates Gone Wrong
  • Curated Content, Life Events

Estate Planning for Blended Families in Ontario

Estate Planning and Divorce: Frequently Asked Questions 29 Jan
  • by Estates Gone Wrong
  • Frequently Asked Questions, Generated Content

Estate Planning and Divorce: Frequently Asked Questions

Second Marriages: Potential Conflicts & the Impact on Your Estate Plan 10 Jan
  • by Estates Gone Wrong
  • Curated Content, Life Events

Second Marriage? Update Your Estate Plan to Avoid Potential Conflicts!

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Recent:

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

Have Canadian boomers saved enough for retirement? It doesn't seem like it... And the numbers suggest this isn’t just a handful of unlucky families. It’s a structural problem with how an entire generation approached retirement.

Why Canadian Kids Are Bailing Out Boomer Parents

A handshake promise to leave the family farm can legally override a written will in New South Wales. The legal mechanism is equitable estoppel, and courts have enforced it in farm succession disputes where the evidence is strong enough.

NSW Inheritance Law: Can a Verbal Promise Override a Will?

Washington Post analysis finds that the "great wealth transfer" narrative is largely a story about the very top of the income distribution. For many in the middle, retirement savings are being consumed by care costs, not passed on.

Cost of Eldercare Obliterating Expected Inheritance

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