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Charities have Fiduciary Duties as Estate Beneficiaries | Charitable Bequests | Administration | Philanthropic Advisor | Estates Gone Wrong 29 Aug
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Charities have Fiduciary Duties as Estate Beneficiaries

The multibillion-dollar fortune belonging to the reclusive Hermès heir has seemingly vanished months after he promised to donate a large chunk of his colossal inheritance to his gardener. 01 Aug
  • by Estates Gone Wrong
  • Curated Content, Squandered Fortunes

Hermès Heir’s $13B Fortune Has ‘Seemingly Vanished’

Big Inheritance Scams: Protect Your Family from Estate Fraud | Recognizing the warning signs of an inheritance scam is crucial for protecting yourself and your loved ones. 22 Jul
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Big Inheritance Scams: Protect Your Family from Estate Fraud

25 Jan
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Charity Explains Why Dunfermline Church Plans Fell Through

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

Kate Rothko Prizel, the daughter of renowned abstract artist Mark Rothko, once said being 19 was the worst year of her life. Still only a teenager, in 1970, Prizel was embroiled in a bitter legal battle with her father’s estate executors and the directors of the Marlborough Fine Art gallery. 10 Aug
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

How Greed Rocked the Art World: The Estate of Mark Rothko

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

When Caretakers Empty the Coffers: A Look at Guardianship Fraud 13 Apr
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

When Caretakers Empty the Coffers: A Look at Guardianship Fraud

Can You Contest a Will That Leaves Your Parent’s Money to a Charity? When Should You Contest Your Parent’s Charitable Will Bequest? 22 Oct
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Can You Contest a Will that Leaves Your Parent’s Money to a Charity?

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

The members of one of Canada’s wealthiest dynasties are now openly accusing each other of reckless spending, incompetent leadership and outright fraud... in a web of litigation so complex it could keep them bound up in court for years to come. 17 Jun
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

Stronach Family Trust Dispute: Inside the $500-Million Feud

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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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