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  • Related Resources
  • Legacy Lexicon
At what age is a child ready to inherit? It's a question many parents and grandparents ask, particularly when the child is still a young adult. 24 Apr
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

TD Wealth MoneyTalk: Is Your Child Ready To Inherit?

This episode of Financial Decoder explores inheritance from both perspectives: the person planning to pass on wealth and the heir receiving it. 13 Apr
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Financial Decoder Podcast Examines “Both Sides of an Inheritance”

Over 6 million Canadians aged 15 and older identifies having one or more disabilities. Today, we're talking about estate planning for disabled beneficiaries in British Columbia. 26 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

How to Safeguard Your Disabled Loved Ones in Your Estate Plan

Even in provinces that allow holographic (handwritten) Wills, a do-it-yourself solution can pose a greater risk of costly disputes and delays. 25 Mar
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Are Handwritten Wills Legally Valid Across Canada?

An updated list of the best estate planning podcasts to listen to, in the US, curated by Million Podcasts... 21 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Top 10 Best Estate Planning Podcasts in the US

Estate planning becomes more complicated when assets, citizenship and tax rules extend beyond a single country. In this episode of Celebrity Estates, David Lenok speaks with Martin Behn about these challenges. 16 Mar
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Celebrity Estates Podcast: Cross-Border Planning Lessons

Assisted reproduction and freezing genetic material are increasingly common procedures. Having complete and updated estate documents can help avoid “pretty heartbreaking” outcomes for surviving spouses. 10 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Planning Ahead: Fertility Choices & Your Estate Documents

What if a corporation held legal control over your entire life — and nobody told you? That is the actual premise of The Truman Show. The 82 Toothpicks Podcast sat down with this 1998 Jim Carrey classic and found it packed with estate planning questions. 16 Jan
  • by Estates Gone Wrong
  • Dramatized Content, Guardian Safeguards

Estate Planning Lessons from The Truman Show

If you’ve ever wondered whether your executor is prepared, whether your business could run without you, or whether your family is set up for clarity instead of conflict, this conversation will hit home. 24 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Canadian Wealth Secrets Podcast: “Why Your Will Is Not Enough”

02 Oct
  • by Estates Gone Wrong
  • Dramatized Content, Related Resources

82 Toothpicks Podcast: Estate Planning Meets the Movies

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

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Recent:

A will is intended to provide clear instructions about the distribution of a person’s property after death. But what happens when an important clause is missing? This recent Ontario court case is a useful reminder of the difficulties that can arise...

What Happens When a Will is Missing an Important Clause?

In many cases, an executor’s first instinct is not to call a lawyer. It is to ask Google. The problem? Google can provide thousands of answers, many of which are incomplete, inaccurate, or based on another jurisdiction. Executors need practical guidance tailored to the particular estate they are administering.

Cautionary Guidance for Executors: Google at Your Own Risk!

Many people hear “executor” and think it means reading the will and writing a few checks. In reality, executors can face personal liability. Find out exactly what you're agreeing to, before you agree...

Agreeing To Serve As Executor: Not As Simple As It Sounds

Holograph wills and codicils are often viewed as a simple and inexpensive way to record testamentary wishes. Ironically, the very simplicity that makes holograph codicils attractive can also make them extraordinarily vulnerable...

Ontario Case Study: The Hidden Risks of a DIY Codicil

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