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  • Legacy Lexicon
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

Family Enterprise Canada Podcast: “Don’t Leave a Mess!”

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

Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning. 02 Jan
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Snowbirds: Is Your Cross-border Property in Your Estate Plan?

People think a will is an estate plan. But it is not. It is a document as part of an estate plan. A legal Will can be one of the most powerful documents in your estate plan. But it is not the only tool you will need. 04 Dec
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

If I Have a Legal Will, Do I Still Need an Estate Plan?

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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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