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  • Estates Gone Wrong
  • Featured Topics
  • Frequently Asked Questions
  • Related Resources
  • Legacy Lexicon
If you’re wondering, “Do I need an estate attorney?”—chances are, the answer is yes. You don’t need to be wealthy or elderly. Estate planning is about control, not age. It gives you a say in who handles your affairs and inherits your assets, rather than leaving it up to the courts. 19 Apr
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

How Will I Know If I Need To Hire An Estate Planning Attorney?

If you are considering adding someone to the title of your home for estate planning purposes, it is essential to seek professional guidance in order to mitigate the risks of doing so... 16 Apr
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

How Using Joint Tenancy as an Estate Planning Tool Can Go Wrong

An estate freeze is a strategy used to lock in the current value of an individual’s estate for preserving wealth, minimizing tax consequences, lowering probate fees, and ensuring the smooth transfer of assets to the next generation. 13 Apr
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

What Is An Estate Freeze & How Does This Strategy Work?

Navigating the complexities of taxes after death can be daunting, but it’s crucial for ensuring that your estate is managed effectively and your beneficiaries are protected. 12 Apr
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Navigating the Complexities of Taxes after Death in Canada

Estate taxes in Canada can be confusing, but understanding the key rules can save your family money. By understanding these essentials, you can take action now to ensure your family keeps more of what you’ve built. 11 Apr
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Complete Guide to Estate Taxes in Canada

Central to this journey is the unwavering commitment to transparent communication... Although rife with complexity, estate administration can be navigated with sagacity and a judicious approach. 10 Apr
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Unwavering Commitment to Transparent Communication

If you’re between 35 and 65, chances are you know someone who has been diagnosed with a terminal illness. It’s a tough reality, but if there’s still time, helping them get their estate in order can provide peace of mind for them and their loved ones. 07 Apr
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Estate Planning for the Terminally Ill: A Practical Guide

With spring in the air, many of us feel inspired to do some cleaning and clear the clutter. While the task may seem daunting, did you know it’s also an essential step in creating a well-thought-out estate plan? 06 Apr
  • by Estates Gone Wrong
  • Curated Content, Related Resources

How Decluttering Can Help Streamline Estate Administration

Undue influence is a high legal threshold to meet. If you believe that your loved one has been subject to undue influence in drafting their Will, what can you do about it? 04 Apr
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Undue Influence Concerns: Beware a Sudden Change of Heart

Charitable Giving: Legacy is More than What You Leave Behind 04 Apr
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Charitable Giving: Legacy is More than What You Leave Behind

Real-life family drama surrounding media mogul Rupert Murdoch offers valuable succession lessons for business owners... 03 Apr
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Murdoch Family Drama Offers Valuable Succession Lessons

If you’re like many Canadians, you know you should create an estate plan, but may keep putting it off. This primer will introduce you to terms you should understand so you can prepare for the creation of your estate plan confidently. 03 Apr
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Understanding Will and Estate Planning 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

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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