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  • Legacy Lexicon
The Estate Planning Risks of Predatory Marriages 10 Apr
  • by Estates Gone Wrong
  • Curated Content, Life Events

The Estate Planning Risks of Predatory Marriages

Changes to the Succession Law Reform Act and Family Law Act 07 Mar
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Changes to the Succession Law Reform Act and Family Law Act

The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will set your family on the path to success. 04 Mar
  • by Estates Gone Wrong
  • Curated Content, Life Events

Resilient Estate Planning in The Face of Unexpected Life Events

Michigan has its own unique set of rules when it comes to estate planning, and knowing these can help you safeguard your family’s future. 19 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Easy Estate Planning Tips for Michigan Residents

Estate Planning for Blended Families in Ontario | Estate planning becomes more intricate when dealing with blended families, particularly when adult children from previous marriages are involved. Careful consideration of both legal obligations and family dynamics is essential. 04 Feb
  • by Estates Gone Wrong
  • Curated Content, Life Events

Estate Planning for Blended Families in Ontario

Estate Planning and Divorce: Frequently Asked Questions 29 Jan
  • by Estates Gone Wrong
  • Frequently Asked Questions, Generated Content

Estate Planning and Divorce: Frequently Asked Questions

Second Marriages: Potential Conflicts & the Impact on Your Estate Plan 10 Jan
  • by Estates Gone Wrong
  • Curated Content, Life Events

Second Marriage? Update Your Estate Plan to Avoid Potential Conflicts!

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

Separated Spouses and Intestacy: Important Changes Coming in 2025 | A significant change in Ontario’s estate law is about to take full effect, impacting separated spouses and their inheritance rights. 06 Jan
  • by Estates Gone Wrong
  • Curated Content, Life Events

Separated Spouses and Intestacy: Important Changes in 2025

In a typical estate plan, each spouse leaves their assets to the other. When the second spouse passes away, assets are distributed to their children. But what happens to your estate plan if you remarry? And what if you have children from a prior marriage? 10 Oct
  • by Estates Gone Wrong
  • Curated Content, Life Events

Remarriage: a New Family Calls for a New Estate Plan

Ontario's Family Law Act: "Entitlement to Equalization" in Action | Family Disputes | Court Battles | Case Ruling | Estates Gone Wrong 16 Sep
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Ontario’s Family Law Act: Entitlement to Equalization

Understanding the Role of Prenups in Estate Planning | This article explores the intersection of prenups and estate planning, with a specific focus on how these agreements are utilized in Missouri 27 Aug
  • by Estates Gone Wrong
  • Curated Content, Life Events

Understanding the Role of Prenups in Estate Planning

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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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