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An inter vivos transfer is one made during the grantor's lifetime. Inter vivos gifts, which include property related to an estate, are not subject to probate taxes since they are not part of the donor's estate at death. 16 Jan
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Inter Vivos Gifts: What Are They? How Do They Work?

Selling Inherited Property: Tips for Executors and Beneficiaries | Property Pitfalls | Real Estate | Estates Gone Wrong 29 Aug
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Selling Inherited Property: Tips for Executors and Beneficiaries

What Happens if a Person Has Multiple Wills in Ontario? 28 May
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

What Happens if a Person Has Multiple Wills in Ontario?

Glossary: Wills, Trusts, & Estate Planning | Plain-English definitions of common terms used in estate planning and probate 04 Jan
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Common Terms Used in Estate Planning and Probate

The Probate Process: Frequently Asked Questions 05 Oct
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Frequently Asked Questions About The Probate Process

Executors are often surprised by how long their newly accepted “job” will be. Beneficiaries are equally surprised to hear how long it might take before they start seeing estate funds come their way. How long does it take to administer an estate? 03 Aug
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

How Long Should it Take to Administer an Estate?

A Letter of Wishes is an important document and we would usually recommend writing one when setting up a trust or writing a Will which contains trust provisions. They should be updated when circumstances change and reviewed on a regular basis. 25 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Letter of Wishes: What You Need to Know

Probate Terminology: Defining Commonly Used Legal Terms 23 Apr
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Probate Terminology: Defining Commonly Used Legal Terms

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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

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?

Washington Post analysis finds that the "great wealth transfer" narrative is largely a story about the very top of the income distribution. For many in the middle, retirement savings are being consumed by care costs, not passed on.

Cost of Eldercare Obliterating Expected Inheritance

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