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  • Estates Gone Wrong
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  • Frequently Asked Questions
  • 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

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”

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

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Topics:

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  • Charitable Misgivings (32)
  • Common Mistakes (44)
  • Communication Breakdowns (42)
  • Digital Distress (54)
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Recent:

Inheriting a collection is a significant emotional and financial event. It connects us to our past, to loved ones, and to histories that may span generations. Yet, it also presents a daunting challenge: how to decide what to keep and what to sell. 

Inherited Collectibles: Practical Tips for Deciding What to Keep or Sell

Over the past decade, a caregiving crisis has been building in the workplace. Currently, 35% of the Canadian workforce or 8 million people, are struggling and juggling their work responsibilities with caregiving duties.

Caregiving Crisis at Work: Millions of Canadians Struggling

Discretionary trusts can be an effective way to provide for beneficiaries without granting them fixed entitlements. However, these structures can create uncertainty for beneficiaries... Understanding the legal framework is critical for both sides.

Ontario Guide to Discretionary Trusts and Beneficiary Rights

What happens when the domestic tax rules of two different countries look at the same person and both conclude that the individual is a tax resident?

Navigating Dual-Residency: Canada’s Tax Treaty Tie-Breakers

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