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  • Legacy Lexicon
Estate Law Reform is urgent and imperative to protect elders from financial abuse: specifically in the areas of power of attorneys, intervivos gifts, and will planning. 23 Oct
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Elder Abuse Epidemic: Urgent Need for Estate Law Reform

Abusive Guardianships: Prevention & Taking Action 19 Sep
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Abusive Guardianships: Prevention & Taking Action

Estate planning plays a crucial role in crime dramas like The Sixth Commandment, where financial manipulation and inheritance fraud drive the plot. 17 Jul
  • by Estates Gone Wrong
  • Dramatized Content, Family Disputes

The Sixth Commandment | True Crime Drama | 2023

5 Mistakes People Make: The Long-term Care Planning Process | Elder Care | Elder Law | Advanced Care Planning | Estates Gone Wrong 08 May
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

5 Mistakes People Make: Long-Term Care Planning

One way to plan financially for long-term care is to create a trust. It can be an incredibly useful tool to protect your assets if you become incapacitated and to shield your assets to qualify for certain long-term care benefits. 23 Jan
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

How to Use a Trust to Plan for Long-Term Care

Even "under-the-radar" decisions, by the U.S. Supreme Court, have far-reaching consequences and significant impact on the law. This article highlights five Supreme Court decisions that have impacted estate planning and elder law. 01 Jun
  • by Estates Gone Wrong
  • Curated Content, Law Reform

U.S. Supreme Court Decisions that Impacted Estate & Elder Law

Guardianship Scams: The Stuff of Recurring Nightmares | Ransacking the Wealth and Autonomy of Countless Older Americans | Estates Gone Wrong 23 Feb
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Guardianship Scams: The Stuff of Recurring Nightmares

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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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