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  • Estates Gone Wrong
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  • Frequently Asked Questions
  • Related Resources
  • Legacy Lexicon
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

Signs and Symptoms of Caregiver Stress and Burnout 16 Jan
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Signs and Symptoms of Caregiver Stress and Burnout

Understanding Power of Attorney for Personal Care in Ontario | Long-Term Care | Elder Care | Power of Attorney | Estates Gone Wrong 09 Sep
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

Understanding Power of Attorney for Personal Care: Ontario

Mental Health Impacting Intergenerational Wealth Transfers [Podcast Episode] 10 Jun
  • by Estates Gone Wrong
  • Curated Content, Related Resources

The Impact of Mental Health on Intergenerational Wealth Transfers

Incorporating tools and strategies into your estate plan to mitigate a beneficiary’s spendthrift habits is vital to protect both the beneficiary and your assets. 21 Mar
  • by Estates Gone Wrong
  • Curated Content, Squandered Fortunes

Estate Planning Strategies for Managing a Spendthrift Beneficiary

Testamentary Capacity and Estate Planning in Ontario 22 Jan
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Testamentary Capacity and Estate Planning in Ontario

An Oregon woman —who "could not be contacted about the money despite numerous attempts to reach her"— died homeless, unaware she was entitled to over $800,000 in inheritance. 04 Jun
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Woman Dies Homeless Unaware of $800k Inheritance

Disney is one of the biggest media companies in the world, with an estimated net worth of nearly $130 billion. From a family-trust-fund feud to generous philanthropic endeavors, here's a look at the three generations of the Disney family. 11 Feb
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

Disney Family Feud as Heirs Battle for $400 Million Trust Fund

I had no idea I was due to inherit a substantial sum. Sudden wealth puts you in a cocoon; it makes you feel invincible. I thought I was Superman... I was too young and immature to handle such wealth. 19 Jun
  • by Estates Gone Wrong
  • Curated Content, Squandered Fortunes

Sudden Unexpected Wealth: How I Blew My Inheritance

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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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