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Uncover the impact of life's big moments on estate planning. From saying "I do" to gracefully ageing, learn why updating your Will is a must. Get valuable insights into how these events shape your estate planning decisions and tips for navigating them smoothly.  18 Aug
  • by Estates Gone Wrong
  • Curated Content, Life Events

Five Major Life Events That Affect Your Estate Planning 

Certain assets are generally excluded from the net family property calculation, provided they were not used for family purposes or did not significantly change in nature during the marriage. The complexity of family law make it essential to seek professional legal advice. 10 Aug
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Net Family Property (NFP) in Ontario: A Complete Guide

Having a plan in place will go a long way in providing both partners with peace of mind in the event of a relationship breakup. Explore "10 ways to divorce-proof your assets and protect your wealth"... 09 Jan
  • by Estates Gone Wrong
  • Curated Content, Life Events

Wealth Preservation: 10 Ways to Divorce-Proof Your Assets

Comprehensive estate planning requires careful thought and conversation with your spouse or life partner. Before meeting with an estate planning attorney, it is best to discuss your ideas to present a united goal.  28 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Talking to Your Spouse or Partner About Estate Planning

Different kinds of life events will have different impacts on your finances. If you’re going through one of these life transitions or are preparing for a change, this article has information that you might find valuable... 14 Jul
  • by Estates Gone Wrong
  • Curated Content, Life Events

Overcoming The Financial Impacts of Major Life Events

It’s hard to know how much of Barbara Hutton’s tragic life was caused by her early inheritance. But her story still can be useful to help spare children and grandchildren the irreversible damage caused by too much money at too early an age. 14 Feb
  • by Estates Gone Wrong
  • Curated Content, Squandered Fortunes

The Woolworth Misfortune: How Not To Provide For Heirs

We can do many things to make preparing our Executor and loved ones easier. However, the main thing is just to start having the conversation, even if it is little sentences at a time. Don’t leave your loved ones with such confusion that they end up resorting to stalking someone to get some answers as Carrie Bradshaw did! 03 Mar
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

“BIG” Surprises in Your Will? Your Loved Ones Deserve a Spoiler Alert!

Apple Blocks Widow from Honouring Husband's Dying Wish | Digital Distress | Online Accounts | Estates Gone Wrong 11 Feb
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Apple Blocks Widow from Honouring Husband’s Dying Wish

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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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