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  • Legacy Lexicon
Elderly and vulnerable people are prime targets for cybercriminals and scammers. Talk to your entire family about the common schemes that cybercriminals employ. Have a conversation about how they can protect themselves today. 23 Oct
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Helping Elderly and Vulnerable Loved Ones Avoid Cyber Scams

The infamous inheritance battle for Koch Industries involved the four sons of Fred Koch — William, Frederick, Charles, and David — who feuded for nearly two decades over the control and ownership of the family company.  15 Sep
  • by Estates Gone Wrong
  • Generated Content, Infamous Feuds

Infamous 20-Year-Long Inheritance Battle: Koch Industries

The battle for the Sunjay Kapur empire has taken an explosive turn, as shocking allegations of a ‘forged will’ have surfaced, shaking the very foundation of this high-profile dispute. 10 Sep
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

Forged Will Allegations: Battle for The Sunjay Kapur Empire

If you’re building wealth for future generations, open communication and clear planning are just as important as investment strategies. These stories offer practical lessons for anyone hoping to pass on wealth— or simply keep their family together... 27 Aug
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

Wealthy Families That Lost Everything Over Generational Feuds

The Anna Nicole Smith estate saga is more than just a celebrity courtroom drama; it's a cautionary tale with lessons for everyone, according to attorney John Levy.  18 Jun
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Case Study: Anna Nicole Smith Estate Saga Offers Lessons for All

The Legacy of Bob Ross: Lessons in Succession Planning 16 May
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

The Legacy of Bob Ross: Lessons in Succession Planning

Following an apparent suicide, a wealthy patriarch's will and testament surprisingly leaves virtually nothing of his wealth to his third wife and two sons. 30 Apr
  • by Estates Gone Wrong
  • Dramatized Content, Family Disputes

I, Jack Wright | British TV Drama | 2025

The Estate Planning Risks of Predatory Marriages 10 Apr
  • by Estates Gone Wrong
  • Curated Content, Life Events

The Estate Planning Risks of Predatory Marriages

Director Norman Jewison's wife cut him off from family, coerced him to change $30M will, lawsuits claimed. Legal fight between filmmaker's sons, 2nd wife highlights end-of-life struggles many families face... 01 Apr
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Family Members Clash Over Director Norman Jewison’s Estate

March is Fraud Prevention Month and with reported cases of fraud rising, seniors are encouraged to increase their awareness of current scams and learn how they can protect themselves. 10 Mar
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Cyber Scams: Fraud Prevention Resources for Canadian Seniors

The Menendez Estate: Who Got the Money? 12 Feb
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

The Menendez Estate: What Happened to the Money?

High-profile estate disputes can offer invaluable lessons in effective estate planning. One prominent case is that of oil tycoon J. Howard Marshall II and his brief marriage to Anna Nicole Smith. 23 Sep
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

Estate Planning Lessons from J. Howard Marshall II’s Case

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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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