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Leaving your house to your children can be a meaningful way to pass on your legacy, but it is important to consider all aspects of it. 04 Nov
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Factors to Consider Before Leaving Your House to Your Children

Leaving a legacy gift is a meaningful way to support causes you care about while also enjoying potential tax benefits. Choose the method that best aligns with your estate planning objectives. Here’s a guide to help you explore your options... 01 Nov
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Planned Giving in Your Will: A Guide to Charitable Legacy Gifts

Like most things involving blended families, estate planning can be challenging. With children from past relationships or a new marriage, you need to plan carefully to take care of everyone. 31 Oct
  • by Estates Gone Wrong
  • Curated Content, Life Events

Why Estate Planning is More Challenging for Blended Families

Inheriting real estate from parents can be a significant financial lift for beneficiaries. But receiving this gift comes with significant responsibilities and decisions. 23 Oct
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Preparing for the Responsibilities of an Inherited Family Home

Whether it’s rare stamps, vintage cars, or limited-edition action figures... when it comes to passing these treasures on to your heirs, collectibles present several unique challenges in estate planning. 23 Sep
  • by Estates Gone Wrong
  • Curated Content, Unique Assets & Interests

An Inheritance Lawyer’s Guide to Estate Planning for Collectibles

It may be overwhelming to think about now, but asking the right questions will help you think through your plans. Here are some tips to help you manage your new inheritance.  23 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Tips for Managing an Inheritance: Ask The Right Questions

As the legal representative—whether you’re the executor, administrator, or trustee—you are responsible for making sure this process is completed properly. This guide will walk you through, step-by-step, how to prepare the final tax return for someone who was a tax resident of Canada. 20 Sep
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Filing a Final Tax Return in Canada: a Step-by-Step Guide

Transferring Property Title to a Trustee: Step-by-Step Guide 13 Sep
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Transferring Property Title to a Trustee: Step-by-Step Guide

Mineral rights and royalties represent not just an income stream, but a significant part of your family’s legacy. Proper estate planning ensures that your valuable assets are protected, your beneficiaries are taken care of, and your wealth is preserved for future generations. 11 Sep
  • by Estates Gone Wrong
  • Curated Content, Unique Assets & Interests

Estate Planning For Mineral Rights & Royalties

A helpful guide for understanding important words and laws about advance care planning in all provinces and territories across Canada. 09 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Advance Care Planning Canada: Legal Terminology Resource

Certain assets are generally excluded from the net family property calculation, provided they were not used for family purposes or did not significantly change in nature during the marriage. The complexity of family law make it essential to seek professional legal advice. 10 Aug
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Net Family Property (NFP) in Ontario: A Complete Guide

This comprehensive guide explores what a holographic will is, the legal requirements it must meet, potential drawbacks, and why you probably need a more robust estate planning solution. 30 Jul
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Resources: a Comprehensive Guide to Holographic Wills

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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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