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  • Legacy Lexicon
Comprehensive resource provided by the American College of Trust and Estate Counsel (ACTEC) that offers guidance and information on various aspects of estate planning. Explore the library for expert trust & estate guidance... 28 Jun
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Comprehensive Estate Planning Video Library: United States

When we think of Family Business Succession, we tend to picture a smooth handoff. Yet, the reality is usually fraught with disagreements, financial strain, and even emotional burnout. It takes careful planning, open dialogue, and a willingness to adapt to keep a company running across decades. 05 Apr
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

The Truth About Family Business Succession: Why Many Fail

Best Estate Planning podcasts from thousands of podcasts on the web and ranked by relevancy, authority, social media followers & freshness 14 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Best Estate Planning Podcasts: According to FeedSpot

Comprehensive estate planning can help you achieve your future financial goals, and your executor will thank you. Hello, I’m Leanne Kaufman, and welcome to RBC Wealth Management Canada’s Matters Beyond Wealth podcast... 11 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Matters Beyond Wealth Podcast: Estate & Legacy Planning are Vital

When a parent leaves an inheritance as a legacy for their children, the intent is always to secure their future. Statistics tell us that 1-in-3 heirs end up blowing all the money, rather than stewarding it well. 31 Jan
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

How One Woman Almost Lost a $4M Inheritance

‘Really weird vibes’: This man says his wife’s grandma left them part of a multi-million dollar inheritance — but her parents think they ‘got skipped’ and want in on it. 29 Jan
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Family Drama & Weird Vibes: Grandma’s Inheritance Surprise

Estate Planning for Adults with Special Needs 06 Jan
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Creating a Trust: Estate Planning for Adults with Special Needs

Welcome to "Let’s Talk Family Enterprise", a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. 19 Dec
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Estate Planning: Don’t Leave a Mess! [Podcast Episode]

Dive a little deeper into the most common questions that people are asking online about estates, probate, and the role of the executor... RBC's "Matters Beyond Wealth" podcast : Episode 54 12 Nov
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Frequently Asked Questions About Being an Executor in Canada

Guardianship and Conservatorship, while similar, serve different purposes. Understanding these roles is essential for planning for the future of loved ones who may need assistance. 05 Nov
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Guardianship and Conservatorship: Understanding the Differences

5 Mistakes to Avoid When Naming a Guardian for Your Children 02 Oct
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

5 Mistakes to Avoid When Naming a Guardian for Your Children

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

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Topics:

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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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