When someone manipulates a vulnerable person into changing their estate plan, affected family members may challenge the documents based on undue influence. 15 Apr

Undue Influence: Proving Someone Manipulated an Estate Plan

Estate theft is a serious allegation that can have lasting consequences. Whether you’re pursuing a claim or defending against one, taking the right legal steps is critical in safeguarding the interests of the estate as well as your own.   14 Apr

What to Do if You Suspect —or Have Been Accused of— Estate Theft

A rightful inheritance can absolutely be stolen, and it happens more often than most people realize. Learn about the warning signs and what legal steps you can take to recover what's yours. 04 Apr

How Can You Tell if Someone is Trying to Steal Your Inheritance?

Few narrative devices expose human venality with the precision of inheritance theft. This collection of ten films rigorously examines the subgenre to explore the psychological and legal intricacies of usurped fortunes. 04 Feb

Estate Disputes & Inheritance Theft Themes Explored in 10 Films

Elder financial abuse can take many forms. According to the "Safe & Savvy" guide —developed to help vulnerable adults, in Australia, avoid scams and fraud— here are 10 of the most common types of financial abuse... 08 Dec

10 Most Common Types of Elder Financial Abuse: Australia

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. 17 Nov

Dementia Hub: Fraud Prevention Resources from AARP

Elderly and vulnerable people are prime targets for cybercriminals and scammers. Talk to your entire family about the common schemes that cybercriminals employ. Have a conversation about how they can protect themselves today. 23 Oct

Helping Elderly and Vulnerable Loved Ones Avoid Cyber Scams

BBB Scam Alert: Consumers across North America receive letters claiming they are owed an inheritance... Beware of quick riches, though, as that letter is a trap. 29 Sep

Beware of Quick Riches: Inheritance Scam Alert

Recognizing these scams enables you to more effectively safeguard your interests during probate. If you feel any fraud is being committed, here's what you need to know... 06 Sep

Common Probate Scams: Recognizing Fraudulent Activities

Landmark Supreme Court of Canada decision, from 1991, established principles for proving undue influence in trust cases: the Geffen v. Goodman family and trust estate dispute... 28 Aug

Landmark Supreme Court of Canada Decision: Undue Influence

Common themes in inheritance disputes include challenges to a will's validity, unfair or unequal asset distribution, family dynamics and pre-existing tensions, lack of clear estate planning, and issues with executor misconduct or mismanagement.  21 Aug

Inheritance Disputes: Common Themes & Recent Cases (Ontario)

Predatory marriage occurs when someone marries a vulnerable elderly person, often with cognitive decline, to gain financial control. Early intervention is essential – contact an experienced estate professional immediately upon discovering suspicious circumstances. 24 Jul

Predatory Marriage: Protecting Aging Populations in Alberta