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Sibling Living in Inherited Property: Refuses To Sell 01 Jun
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Sibling Living in Inherited Property: Refuses To Sell

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

Navigating Inheritance Disputes Between Siblings | Curated Content | Family Disputes | Ontario Law | Estates Gone Wrong 18 Mar
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Navigating Inheritance Disputes Between Siblings

James Brown’s Estate Reaches Settlement After Nearly 15-Year Dispute | Curated Content | Celebrity Estates | Estates Gone Wrong 20 Jul
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

James Brown’s Estate Reaches Settlement After Lengthy Dispute

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Recent:

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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