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  • Legacy Lexicon
Post-mortem estate planning refers to legal and tax strategies that can be implemented after a person’s death, aimed at minimizing total tax obligations, avoiding double or even triple taxation, and ensuring a smooth, effective transfer of wealth to beneficiaries. 21 May
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Post-mortem Estate Planning: Legal & Tax Strategies

Even well-intentioned executors can make mistakes that lead to delays, legal issues, or personal liability. Here is a list common pitfalls in estate administration with tips on how to avoid them. By being aware of these, you can proactively take steps to stay on track and out of trouble. 21 May
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Common Estate Administration Pitfalls & How to Avoid Them

The Law Commission recognises that we need a legal framework that reflects modern life— where people live longer, face complex health issues, and increasingly rely on digital tools. This article outlines key areas of reform and the impact they may have. 19 May
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Modernising the Law of Wills: Law Commission Report 2025 (UK)

If you’ve been named a beneficiary of an estate, it’s essential to understand an executor’s powers and limitations. Knowing what an executor can and cannot do will help you identify potential misconduct and protect your inheritance. 13 May
  • by Estates Gone Wrong
  • Beneficiary Rights, Curated Content

Every Beneficiary Should Know What an Executor Can and Cannot Do

Passing the torch while preserving your family’s success— Succession planning is a critical process that safeguards the longevity of family-owned businesses. Here are 6 tips to help ensure a seamless transition... 13 May
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Passing the Torch: Succession Planning for Your Family Business

Give Yourself Permission to Grieve: Managing the psychological aspects of an inheritance ultimately determines whether the windfall becomes a lasting positive influence or a temporary financial event... 08 May
  • by Estates Gone Wrong
  • Curated Content, Life Events

The Psychology of an Inheritance Windfall: Strategic Approaches

Without a plan in place, assets like retirement savings, real estate, or other investments may need to be liquidated to cover the costs. This is why incorporating long-term care strategies into estate planning is essential. 08 May
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

Planning for Long-Term Care Costs without Draining Your Estate

The Finality of Probate: Limits on Subsequent Proceedings 29 Apr
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

The Finality of Probate: Limits on Subsequent Proceedings

This cautionary tale serves as a reminder of how important it is to carefully plan, draft, and update your Will with the help of an experienced advisor. Doing so can prevent misunderstandings and disputes, and ensure that your wishes are truly fulfilled. 28 Apr
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Will Interpretation: Alberta Court Decision Serves as Cautionary Tale

Lawyers Alison and Jillian Barrett, from Maurice Blackburn, tackle problems everyday Aussies face. In this article, they address the following question– posed by a woman who 'isn't happy with her inheritance'. 25 Apr
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Mum’s $20k Inheritance Gift to Charity ‘Upsets’ Daughter: Australia

Discussing your estate plan with your family may feel uncomfortable, but avoiding the conversation can create unnecessary confusion and conflict. Clear communication prevents misunderstandings and ensures your loved ones understand your intentions. 24 Apr
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

How to Tactfully Discuss Your Estate Plan with Your Family

Groundbreaking Estate Decisions in 2024 & 2025 23 Apr
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Groundbreaking Estate Litigation Decisions

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Paris Jackson has gone public with allegations that the longtime trustees of her late father’s estate have been misappropriating funds and mismanaging one of the most valuable entertainment empires in history.

Jackson Estate: Is Michael’s Daughter Receiving Terrible Advice?

Ontario’s approach is deliberately cautious. A posthumously conceived child is entitled to inherit only if all statutory requirements are satisfied.

Posthumous Conception and Inheritance in Ontario

Mercedes Kilmer addresses mixed reactions to her late Father's precedent-setting AI-generated posthumous performance in "As Deep as the Grave"...

Kilmer’s Daughter Defends Late Father’s AI-Generated Performance

A dramatic family feud over the inheritance of a prized Oregon winery has concluded with a landmark penalty for the misuse of artificial intelligence in court proceedings, exposing deep rifts between siblings and raising serious questions about legal ethics in the digital age.

Landmark Penalty for Misuse of Artificial Intelligence in Court

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