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  • Estates Gone Wrong
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  • Legacy Lexicon
Homemade wills can create confusion, delay and heartbreak for the very people you’re trying to protect. A will is one of the most important legal documents a person will ever sign. Spending an hour with an estate lawyer is not a luxury — it’s a safeguard against the horrors of homemade wills. 21 Oct
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Cautionary Tales of DIY Gone Awry: The Horrors of Homemade Wills

To determine whether the photocopy could be admitted, the Ontario Superior Court of Justice applied the "four-part legal test for admitting a lost will" and found that all four criteria were satisfied... 20 Oct
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Ontario Court Ruling: Photocopy of Lost Will Deemed Admissible

A successful dependant support application requires clear, detailed and credible evidence. This article explores these requirements, highlighting key principles from recent case law. 15 Oct
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Burden of Proof: Building a Strong Dependant Support Claim

Since most farmers are, on average, 56 years of age, many family farms are expected to transition within the next decade. Farm succession requires an approach that considers the tax implications, the farming operations and the family’s wishes. 14 Oct
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

The Time to Discuss The Future of The Family Farm is Now!

While Canada’s tax system doesn’t impose a traditional inheritance tax, estate taxes through capital gains, final income returns, and probate fees can still shrink inheritances dramatically. By leveraging these strategies, you can pass down more of your hard-earned wealth. 09 Oct
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Tax-Smart Inheritance Strategies for Canadians

Few legal disputes are as personal and emotional as challenging a will. Whether you are considering contesting a will or defending against a challenge, you should know what to expect... 08 Oct
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Contesting a Will in Ontario: How it Works & What to Expect

Talking about money is never easy, especially when it involves inheritance, and in many wealthy families, conversations about who gets what, when, and why can feel uncomfortable. Learn how to have constructive talks regarding wealth, values, legacy. 06 Oct
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Family Wealth Conversations: Strategies That Work

A spousal trust can be very beneficial for your family’s financial future. But the execution of such a trust requires careful consideration and planning as trustees must balance the current needs of the surviving spouse with the future inheritance of the heirs. 06 Oct
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Spousal Trusts: Selecting the Right Trustee

Being an executor is an important job and frankly, some people are going to be better at it than others. Avoid making a big mistake by heeding this advice from Patrick O’Brien, CEO and co-founder of Executor.org 03 Oct
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Warning Signs That You’re Choosing The Wrong Executor

It is crucial for individuals to fully understand the significant implications and constraints of mutual wills before committing to them. 02 Oct
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Mutual Wills: Know The Risks Before You Commit!

Estate disputes rarely arise from money alone. They are often triggered by conflicting instructions, unclear drafting, or overlooked provisions. The best protection is clarity, coordination, and regular review. 02 Oct
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Ambiguous Wills: How Fragile an Estate Plan Can Become

Guardianship is often described as a last resort, but without proper planning, it can quickly spiral into one of the most stressful legal battles a family faces. The good news is that guardianship nightmares are preventable with proper estate planning. 01 Oct
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Guardianship Nightmares: Costly Mistakes & How to Avoid Them

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