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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. 18 Nov
  • by Estates Gone Wrong
  • Generated Content, Life Events

The Financial and Emotional Challenges of Major Life Changes

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

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!

It is important to understand the limited purpose and necessity behind 'Net Family Property' clauses. They are not a catchall for sheltering and protecting the inheritance of a divorcing beneficiary, although they usually have the appearance of trying to achieve this objective. 12 Aug
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Understanding the ‘Net Family Property’ Exclusion Clause: Ontario

Life events such as marriage or divorce significantly impact estate planning. This article explains the implications of marriage and divorce on wills, outlines the key provisions of Section 56, and provides guidance on steps to protect your estate planning intentions. 30 Jul
  • by Estates Gone Wrong
  • Curated Content, Life Events

Impact of Marriage & Divorce: Estate Law Reform in BC

Is Inheritance Considered Marital Property in Canada? 25 Jul
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Is Inheritance Considered Marital Property in Canada?

Predatory marriage occurs when someone marries a vulnerable elderly person, often with cognitive decline, to gain financial control. Early intervention is essential – contact an experienced estate professional immediately upon discovering suspicious circumstances. 24 Jul
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Predatory Marriage: Protecting Aging Populations in Alberta

This in-depth guide explores strategies and best practices to help you create a thoughtful, effective estate plan that protects your blended family and prevents future conflicts. 22 Jul
  • by Estates Gone Wrong
  • Curated Content, Life Events

Estate Planning for Blended Families: Strategies & Best Practices

Someone should start thinking about estate planning as soon as they start accumulating any form of wealth or they have financial responsibilities or obligations to another person. But it’s not a one-and-done discussion. 02 Jul
  • by Estates Gone Wrong
  • Generated Content, Life Events

Ten Life Events that Should Make You Revisit Your Estate Plans

Ontario has changed how inheritance works for separated spouses. If you’re separated and living in Ontario, these new rules could affect who receives your estate whether or not you have a will. 17 Jun
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Ontario’s Succession Law: New Rules Affect Separated Spouses 

Whilst there are some proposals for reform, the effects of a predatory marriage are wide ranging and very difficult to undo legally. It is therefore the best approach for a concerned family to keep in touch with their relative and to act swiftly where a predatory marriage is suspected... 16 Jun
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Predatory Marriages: Is Law Reform Coming to the UK?

The Law Commission recognises that we need a legal framework that reflects modern life— where people live longer, face complex health issues, and increasingly rely on digital tools. This article outlines key areas of reform and the impact they may have. 19 May
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Modernising the Law of Wills: Law Commission Report 2025 (UK)

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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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