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When getting started with an inheritance, it’s important to ask the right questions. Encompass Advisors have curated 12 essential questions to ask when expecting a financial windfall. 29 Feb
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

12 Questions to Ask When Receiving an Inheritance

Strategies For Passing On Property To Your Heirs | Property Pitfalls | Real Estate | Estate Planning | Estates Gone Wrong 23 Feb
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Real Estate: Strategies for Passing Property to Your Heirs

Testators should know the risks before using joint ownership as an estate planning tool.  16 Feb
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Joint Ownership of Property: Know the Risks

When combined with the nuances of deemed disposition, estate planning can quickly become complex. Personalized advice is invaluable for devising a strategy to maximize your wealth transfer to the people and causes you love. 15 Feb
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Deemed Disposition at Death: Top Questions Answered

As generative AI brings dead celebrities back to life, we must rethink the rights of the deceased. Changes are due in privacy, consumer protection and property laws, University at Buffalo legal scholar Mark Bartholomew says... 24 Jan
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Generative AI: Rethinking the Legal Rights of the Deceased

Testamentary Capacity and Estate Planning in Ontario 22 Jan
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Testamentary Capacity and Estate Planning in Ontario

Understanding Probate in Canada: Everything You Need to Know | Probate is a crucial process in the Canadian legal system that ensures the deceased person’s estate is distributed according to their wishes. 21 Jan
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Understanding Probate in Canada: Everything You Need to Know

Estate Planning Lessons from the Complex World of ‘Better Call Saul’ 15 Jan
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Estate Planning Lessons from the Complex World of ‘Better Call Saul’

Having a plan in place will go a long way in providing both partners with peace of mind in the event of a relationship breakup. Explore "10 ways to divorce-proof your assets and protect your wealth"... 09 Jan
  • by Estates Gone Wrong
  • Curated Content, Life Events

Wealth Preservation: 10 Ways to Divorce-Proof Your Assets

Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning. 02 Jan
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Snowbirds: Is Your Cross-border Property in Your Estate Plan?

Our pets are more than animals for many of us. They are beloved family members, providing companionship, joy, and comfort. How can you include your pets in your estate plan? What are your options? 08 Dec
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Your Estate Plan: Trusts & Care Provisions for Your Pets

Being a guardian comes with a significant amount of responsibility. The purpose of this blog post is to outline the guardianship process and to answer frequently asked questions on the subject of guardianship... 07 Dec
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Guardianship: Responsibilities and Frequently Asked Questions

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Recent:

While having an estate plan in place to provide for your possible incapacity and death is important, many people also look for a way to pass down their knowledge, values and memories. This can be done through a non-legal document called an Ethical Will...

Creating an Ethical Will: a Legacy Letter for Your Loved Ones

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

By the time a family sees the fall or the diagnosis, they are seeing the tip of an iceberg. The decline underneath it started much earlier. That earlier stretch is where families still have real choices.

Five Most Common Signs of Decline in Aging Parents

Estate trustees (Executors) have a duty to keep accurate records of estate assets and transactions throughout their administration and to account to beneficiaries at appropriate intervals.

Keeping Meticulous Records: Practical Tips for Executors

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