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  • Legacy Lexicon
Inside Billionaire Rupert Murdoch’s Family Trust Battle 13 Dec
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

Inside Billionaire Rupert Murdoch’s Family Trust Battle

Navigating probate in Canada requires careful planning and attention to provincial laws. Learn how to handle probate in Canada, including costs, processes, and asset exemptions. 03 Dec
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Your Complete Guide to Navigating Probate in Canada

Trusts are an important tool for estate planning. They broadly fall into two categories: revocable and irrevocable trusts. But what is the difference and which is right for you? 28 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Revocable and Irrevocable Trusts: Key Differences Explained

From tax laws to tax liabilities, there are so many things to consider. Goals include protecting inheritances for heirs, minimizing estate taxes, avoiding the probate process, and appointing the right trustee. But how do you navigate this complex process? 17 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

High-Net-Worth Estate Planning: Quick Guide

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

If you’re considering a family settlement agreement, consulting a probate attorney can ensure the process is handled correctly and fairly. With the right guidance, your family can achieve a resolution that honors the deceased’s wishes while promoting harmony among heirs. 09 Nov
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Estate Dispute Resolution: What is a Family Settlement Agreement?

A will can be used to provide certain types of conditional gifts in Massachusetts. With that being said, it is generally not the best option for doing so. Trusts are generally far better Estate Planning tools for this purpose... 08 Nov
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Massachusetts: Can You Leave Conditional Gifts in Your Will?

Leaving a legacy gift is a meaningful way to support causes you care about while also enjoying potential tax benefits. Choose the method that best aligns with your estate planning objectives. Here’s a guide to help you explore your options... 01 Nov
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Planned Giving in Your Will: A Guide to Charitable Legacy Gifts

Although television and movies are entertaining with their conflicts and cliffhangers, your estate plan should not be as entertaining. 28 Oct
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Probate & Trust Administration: Dramatic Misconceptions

From the quirky to the downright bizarre, let's dive into the top 10 strangest inheritance stipulations ever imposed. 22 Oct
  • by Estates Gone Wrong
  • Bizarre Bequests, Curated Content

Strangest Inheritance Stipulations: Oddball Wills & Eccentric Bequests

Inheritance disputes are as old as time, but in recent years, there’s been an increase in families embroiled in legal arguments. Here are the various stances on inheritance disputes, 2024 statistics, and the demographics of those discussing the topic online.  18 Oct
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Inheritance Dispute Statistics: 2024 Rising Trends

High-profile estate disputes can offer invaluable lessons in effective estate planning. One prominent case is that of oil tycoon J. Howard Marshall II and his brief marriage to Anna Nicole Smith. 23 Sep
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

Estate Planning Lessons from J. Howard Marshall II’s Case

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Recent:

Long-Term Care (LTC) is expensive, unpredictable and often prolonged. The projected “great wealth transfer” may therefore become far more concentrated among families who are wealthy enough to absorb years of care costs without exhausting their assets.

US Long-Term Care Costs ‘Eating into’ Family Wealth

Estate trustees (Executors) have a duty to keep accurate records of estate assets and transactions throughout their administration and to account to beneficiaries at appropriate intervals.

Keeping Meticulous Records: Practical Tips for Executors

Have Canadian boomers saved enough for retirement? It doesn't seem like it... And the numbers suggest this isn’t just a handful of unlucky families. It’s a structural problem with how an entire generation approached retirement.

Why Canadian Kids Are Bailing Out Boomer Parents

A handshake promise to leave the family farm can legally override a written will in New South Wales. The legal mechanism is equitable estoppel, and courts have enforced it in farm succession disputes where the evidence is strong enough.

NSW Inheritance Law: Can a Verbal Promise Override a Will?

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