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  • Related Resources
  • Legacy Lexicon
For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Successfully Navigating Legacy Planning: Five Key Factors

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

Billionaire Family Feuds: Seven High-Profile Disputes

Canada is on the brink of a historic wealth transfer, with estimates suggesting that up to $1 trillion could change hands over the next decade. With proper planning, the transition of wealth can be a smooth and positive experience. 03 Apr
  • by Estates Gone Wrong
  • Curated Content, Related Resources

The Great Wealth Transfer: How Prepared are Canadians?

Inheritance Wars— More Families Fight Over Money | Curated Content | Family Disputes | Probate | Court Battles | Estates Gone Wrong 18 Mar
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Family Inheritance Wars “On The Rise” in the UK

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

Looking to transition your business to the next generation? Many entrepreneurs have learned the hard way, simply having adult children or relatives that could potentially run the family business is no guarantee that the transition will go smoothly. 24 Jun
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Do Your Kids Really Want to Take Over the Family Business?

Individual family members bring their own perspectives and values to the estate planning process. However, good communication can help head off potential multi-generational conflicts before they happen. 10 May
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Generational Estate Planning: Communication is Key!

Family Enterprise Canada: Effective Estate Planning Tools 21 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Family Enterprise Canada: Effective Estate Planning Tools

Fights Over Estates Can Tear Families Apart | Curated Content | Family Disputes | Inheritance Horror Stories | Estates Gone Wrong 12 Nov
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Fights Over Estates Can Tear Families Apart

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Careers, families, and assets no longer fit neatly within a single jurisdiction... As lives become increasingly global, estate planning must reflect that reality.

Cross-Border Estate Planning Lessons from a Destination Wedding

When someone manipulates a vulnerable person into changing their estate plan, affected family members may challenge the documents based on undue influence.

Undue Influence: Proving Someone Manipulated an Estate Plan

Estate theft is a serious allegation that can have lasting consequences. Whether you’re pursuing a claim or defending against one, taking the right legal steps is critical in safeguarding the interests of the estate as well as your own.  

What to Do if You Suspect —or Have Been Accused of— Estate Theft

This episode of Financial Decoder explores inheritance from both perspectives: the person planning to pass on wealth and the heir receiving it.

Financial Decoder Podcast Examines “Both Sides of an Inheritance”

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