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  • Legacy Lexicon
Are you planning to leave real estate to a loved one under your Will? Do you want that property to be transferred free of debt or other claims? Language matters! 08 Aug
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Navigating Bequests of Real Estate: Language Matters!

Recent court ruling underscores a fundamental lesson for charities involved in property or trust matters: clear, formal documentation is essential. Without a properly executed declaration of trust, even well-intentioned trust arrangements can fall short in court. 27 Mar
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

The Case of The Property Trust: a Cautionary Tale for Charities

Millions of US boomers are refusing to give their $84 trillion in real estate, wealth away to their adult kids — here’s why and what it means for the US economy 12 Feb
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

US Boomers Reassessing Priorities: Impact on Future Homeownership

Transferring Property Title to a Trustee: Step-by-Step Guide 13 Sep
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Transferring Property Title to a Trustee: Step-by-Step Guide

Judge Orders Guardianship Firm to Return Thousands to Elderly Woman | Curated Content | Elder Care | Court Rulings | Estates Gone Wrong 05 Sep
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

Judge Orders Guardianship Firm to Return Thousands to Elderly Woman

Ontario Superior Court Removes Estate Executor to Resolve Deadlock | Property Pitfalls | Family Disputes | Case Ruling | Estates Gone Wrong 03 Sep
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Ontario Superior Court Removes Estate Executor to Resolve Deadlock

What to Do if You Inherit a House with a Mortgage | Curated Content | Property Pitfalls | Real Estate | Inheriting Debt | Estates Gone Wrong 27 Aug
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

What to Do if You Inherit a House with a Mortgage

Have you recently inherited a house that’s completely paid off? Congratulations! But before you start celebrating, it’s essential to understand what comes next. This video will give you a clear picture of what to expect and how to navigate the process. 12 Aug
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Inheriting a House That’s Paid Off: What You Need to Know!

Renouncing an Inheritance: an Inherent Right | Inheriting a House | Property Pitfalls | Real Estate | Family Disputes | Estates Gone Wrong 18 Jun
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Renouncing an Inheritance: an Inherent Right

Robbie Robertson’s Children Accuse Widow of "Financial Elder Abuse" | Family Disputes | Celebrity Estates | Estates Gone Wrong 12 Jun
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Robbie Robertson’s Children Accuse Widow of “Financial Elder Abuse”

Inheriting a Property With Your Siblings: What Are Your Options? | Family Disputes | Property Pitfalls | Real Estate | Estates Gone Wrong 30 May
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Inheriting a Property With Your Siblings: What Are Your Options?

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  • Bizarre Bequests (28)
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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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