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  • Estates Gone Wrong
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  • Legacy Lexicon
This case is a testament to how even well-intentioned actions, when shrouded in ambiguity, can ignite protracted legal battles, leaving emotional scars and financial burdens on grieving families. 06 Jun
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

A Family Divided: Vancouver Condo at Centre of Estate Dispute

There can be benefits to gifting part of your estate during your lifetime (inter vivos), an increasingly popular wealth transfer option for Canadians. Before settling on this option, here’s what you’ll need to consider.  06 May
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Advantages of Gifting Assets During Your Lifetime: Inter Vivos

This cautionary tale serves as a reminder of how important it is to carefully plan, draft, and update your Will with the help of an experienced advisor. Doing so can prevent misunderstandings and disputes, and ensure that your wishes are truly fulfilled. 28 Apr
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Will Interpretation: Alberta Court Decision Serves as Cautionary Tale

Groundbreaking Estate Decisions in 2024 & 2025 23 Apr
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Groundbreaking Estate Litigation Decisions

Canadian Estate Law: The Presumption of Resulting Trust 04 Feb
  • by Estates Gone Wrong
  • Generated Content, Legacy Lexicon

Canadian Estate Law: The Presumption of Resulting Trust

What is the gift tax limit for 2025 and how does it affect IRS gift and estate tax exemptions? This article will explore the impact of the new limits, explain how gift and estate tax exemptions work, and guide you through maximizing your gifting and estate planning potential. 08 Jan
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Reassess Your Strategy: Gift & Estate Tax Exemptions in 2025

An inter vivos transfer of property is the transfer of ownership of an asset from one living person to another during their lifetime, without the need for a will. 07 Jan
  • by Estates Gone Wrong
  • Generated Content, Legacy Lexicon

Inter Vivos Transfer of Property: Key Characteristics & Criteria

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully! The gifts and estate tax is a tax on any unilateral transfer from one person to another. Joint ownership does not eliminate taxes. 26 Dec
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully!

Loucks & Loucks LLP – Barristers & Solicitors – Powers of Attorney, Wills, Trusts, Estates & Estate Planning – Chesley, Ontario, Canada 10 Sep
  • by Listings Manager
  • Canada, Directory, Ontario

Loucks & Loucks | Barristers & Solicitors | Chesley Ontario

02 Sep
  • by Estates Gone Wrong
  • Curated Content, Unique Collectibles

Siblings Battle Over Highly Collectible 1964 Ferrari

The multibillion-dollar fortune belonging to the reclusive Hermès heir has seemingly vanished months after he promised to donate a large chunk of his colossal inheritance to his gardener. 01 Aug
  • by Estates Gone Wrong
  • Curated Content, Squandered Fortunes

Hermès Heir’s $13B Fortune Has ‘Seemingly Vanished’

18 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Estate Planning Strategies: 7 Common Uses for Trusts

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Recent:

Not planning your life around legacy? You're not alone. A growing wave of single and child-free retirees is unapologetically putting their own needs first. Don't forget to protect yourself by planning for the "What Ifs"...

No Heirs? Protect Yourself, Before You ‘Blow Your Nest Egg’!

The Court of Appeal recently released a decision dismissing appeals against conviction of a former Toronto police officer who fabricated the last will and testament of Heinz Siegfried Sommerfeld to benefit the police officer.

Consequences of ‘Stealing’ an Estate: Ontario Fraudulent Will Case

Estate planning is about making sure the people you love aren’t handed a legal and financial mess on the worst day of their lives. None of these steps are complicated, and most can be started this month. The only truly expensive option is waiting.

5 Estate Planning Steps Canadians Delay The Most

Talking with family about estate planning is one of the most loving conversations you can have. Because it’s so important to have these conversations, here are six key things to keep in mind when discussing estate planning with your loved ones...

6 Tips to Help You Talk to Your Family About Estate Planning

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