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  • Legacy Lexicon
Recent Ontario Court of Appeal ruling reaffirms the modern cost approach in estate litigation: trustees who fail in their duties may not only be removed but may also bear the personal financial burden of their choices. 22 Jul
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Personal Liability for Costs Due to Breach of Fiduciary Duty: Ontario

To file a dependant support claim against an estate, you must file a Notice of Application with the court and provide supporting evidence in an affidavit, typically within six months of the estate trustee being appointed.  15 Jul
  • by Estates Gone Wrong
  • Generated Content, Related Resources

How to File a Dependant Support Claim Against an Estate

Legal Considerations & Access Rights for Digital Assets During Probate 15 Jul
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Access Rights for Digital Assets During Probate: Canada

Revocable living trusts are just one part of the estate planning toolkit. Explore how they work, where they may add value, and what to consider if you're evaluating whether this strategy fits into your broader plan. 09 Jul
  • by Estates Gone Wrong
  • Curated Content, Related Resources

When to Support Your Estate Plan with a Revocable Living Trust

Setting up a trust can cost anywhere from a few hundred dollars to several thousand, depending on factors like its complexity, legal assistance and administrative requirements. 03 Jul
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

How Much Does it Cost to Set Up a Trust?

The Anna Nicole Smith estate saga is more than just a celebrity courtroom drama; it's a cautionary tale with lessons for everyone, according to attorney John Levy.  18 Jun
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Case Study: Anna Nicole Smith Estate Saga Offers Lessons for All

Valuing collectibles isn’t always straightforward. Discrepancies between perceived and actual value can trigger disagreements that delay probate and even lead to litigation. 18 Jun
  • by Estates Gone Wrong
  • Curated Content, Unique Assets & Interests

The Legal Side of Collectibles & Memorabilia in Estate Disputes

Can You Avoid Impending Capital Gain on Your Family Cottage? 05 Jun
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Can You Avoid Impending Capital Gain on Your Family Cottage?

For high-net-worth families in Canada, effective estate planning is the cornerstone of generational wealth. In this guide, we walk through foundational estate planning strategies —tailored for families with significant wealth— and how to use them to build a legacy that lasts. 05 Jun
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Legacy-Centered Approach for High-Net-Worth Families in Canada

In estate planning, the "right of survivorship" refers to a legal principle that, in joint ownership arrangements, the surviving owner(s) automatically inherit the deceased owner's share of the property or asset without it going through the probate process. This is a key feature of joint tenancy, which allows for a smoother and faster transfer of ownership upon death.  27 May
  • by Estates Gone Wrong
  • Generated Content, Legacy Lexicon

Definitions: Understanding the “Right of Survivorship”

Executor Not Communicating with Beneficiaries: What to Do 25 May
  • by Estates Gone Wrong
  • Beneficiary Rights, Curated Content

Executor Not Communicating with Beneficiaries: What to Do

Frequently Asked Questions: What is "Right of Survivorship"? 22 May
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Frequently Asked Questions: What is “Right of Survivorship”?

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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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