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  • Legacy Lexicon
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

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

An inter vivos transfer is one made during the grantor's lifetime. Inter vivos gifts, which include property related to an estate, are not subject to probate taxes since they are not part of the donor's estate at death. 16 Jan
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Inter Vivos Gifts: What Are They? How Do They Work?

Family Enterprise Canada: Effective Estate Planning Tools 21 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Family Enterprise Canada: Effective Estate Planning Tools

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Careers, families, and assets no longer fit neatly within a single jurisdiction... As lives become increasingly global, estate planning must reflect that reality.

Cross-Border Estate Planning Lessons from a Destination Wedding

When someone manipulates a vulnerable person into changing their estate plan, affected family members may challenge the documents based on undue influence.

Undue Influence: Proving Someone Manipulated an Estate Plan

Estate theft is a serious allegation that can have lasting consequences. Whether you’re pursuing a claim or defending against one, taking the right legal steps is critical in safeguarding the interests of the estate as well as your own.  

What to Do if You Suspect —or Have Been Accused of— Estate Theft

This episode of Financial Decoder explores inheritance from both perspectives: the person planning to pass on wealth and the heir receiving it.

Financial Decoder Podcast Examines “Both Sides of an Inheritance”

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