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Being an executor is no easy task. While it can be a great honor, the role comes with significant responsibilities and potential risks. Before agreeing to serve as an executor, make sure you understand the scope of your duties and the possible hazards involved.  16 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Surprising Hazards of Being an Executor: Know the Risks!

Although still commonly used, in Ontario the term "probate" stopped being officially used on April 1, 1995 (no joke…). What is the process to obtain a Certificate of Appointment, with or without a will? This article answers some of the most common questions... 11 Mar
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Frequently Asked Questions About Certificates of Appointment

Even the most well-meaning executors may encounter unforeseen difficulties during the estate administration process. Errors in estate administration can make an otherwise simple procedure more difficult. Learn more about these common mistakes and how to avoid them... 24 Feb
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Estate Administration in Ontario: Avoiding Common Mistakes

When Inheritance Divides: The Strain of Sibling Disputes Over Estate Debts 31 Jan
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

The Strain of Sibling Disputes Over Estate Debts: a Cautionary Tale

Executor negligence can cause trouble among beneficiaries, leading to bad sentiment and possible legal disputes. Find out what happens if an executor fails to complete estate administration duties in BC... 30 Jan
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Estate Administration Duties: The Cost of Executor Negligence in BC

This comprehensive guide explores probate requirements across Canada’s provinces and territories, highlighting the steps involved, costs, and unique regional considerations. 29 Jan
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Probate Requirements Across Different Canadian Provinces

This article explores how the new tax laws in 2025 could affect your estate plan, the potential impact on estate tax exemptions, gifting strategies, trust structures, and capital gains taxes, and what actions you should take to protect your estate. 09 Jan
  • by Estates Gone Wrong
  • Curated Content, Law Reform

How New Tax Laws Could Affect Your Estate Plan: 2025

Don’t Wait to Communicate Your Estate Plan | Three Reasons | Curated Content | Communication Breakdowns | Estates Gone Wrong 08 Jul
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

The Importance of Communicating Your Estate Plan: 3 Big Reasons

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Ever thought about gifting a property to your children? I recently had this very discussion with my own aging parents. This resulted in some important discussions about our family home, their goals and consideration for the tax outcomes of any decisions made...

Transferring the Family Home: Considerations for Canadians

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors. 

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events.

The Financial and Emotional Challenges of Major Life Changes

Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported. Consider bookmarking the BankSafe Dementia Hub as a go-to reference when navigating delicate client situations.

Dementia Hub: Fraud Prevention Resources from AARP

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