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  • Legacy Lexicon
Grief isn’t just about the initial loss. It’s also about the secondary losses that may go unnoticed but add to the impact of the initial loss. Wondering how you can help... what NOT to say or do? Find out how to help support someone in navigating the financial aspects of a loss… 24 Dec
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Grief Support: Navigating The Financial Aspects of Loss

Guardianship is an expensive, time-consuming process that ultimately removes decision-making rights from the person with a disability. Once guardianship is in place, it is very difficult to reverse. 20 Dec
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Adults with Disabilities: Decision-Making Rights & Support

On the Lookout: Nursing Home Negligence and Abuse | Long-Term Care | Elder Care | Power of Attorney | Estates Gone Wrong 18 Dec
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

On the Lookout: Nursing Home Negligence and Abuse

How do you approach estate planning if your property is divided between Florida and another country? Don’t assume Florida and Canada have the same laws! Consider putting your Florida property into a Trust... 18 Dec
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Florida Estate Planning for Canadian Snowbirds

Property owners who have used joint ownership as an estate planning tool to avoid the cost and delay of probate will need to revisit their plans in light of this decision. 16 Dec
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Court Ruling Upsets Commonly-held Interpretation of Joint Tenancy

There is no one-size-fits-all approach, so the strategy that’s right for you may not be appropriate for someone else. That’s why you should seek legal and tax advice when incorporating charitable or philanthropic giving into your estate plan. 16 Dec
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Have You Built Charity & Philanthropy into Your Estate Plan?

Your death will create emotional, legal, and financial challenges for your loved ones. Explore what NOT TO DO when planning your estate. 14 Dec
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

What “NOT TO DO” When Planning Your Estate

Special Needs Adults: Presumption of Capacity & Individual Rights | Can a court make a parenting order for an adult child living with a disability without giving them an opportunity to participate in the proceeding? 12 Dec
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Special Needs Adults: Presumption of Capacity & Individual Rights

In today’s increasingly digital world, traditional processes are being transformed by technology, and estate planning is no exception. Recent developments in technology and changes to the legal landscape are creating room for the possibility of electronic wills... 10 Dec
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Electronic Wills: The Future of Estate Planning in Ontario

Identifying the digital property you own and managing it is more necessary than ever. From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media to connect with friends. 06 Dec
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Avoiding 4 Main Obstacles: Digital-Era Estate Planning

Strategies to Reduce Your Final Tax Return | Could paying a little more now provide significant relief on your final tax return upon death? 06 Dec
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Strategies to Reduce Your Final Tax Return: Canada

Preventing Loved Ones from Internet Scams: Powers of Attorney 05 Dec
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Preventing Loved Ones from Internet Scams: Powers of Attorney

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Topics:

  • Beneficiary Rights (26)
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  • Communication Breakdowns (42)
  • Digital Distress (56)
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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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