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

Frequently Asked Questions About The Probate Process

Executor of a Family Estate? How to Avoid Infighting over Inherited Wealth | Curated Content | Family Disputes | Estates Gone Wrong 12 Nov
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Executor of a Family Estate? How to Avoid Infighting over Inherited Wealth

Yes, the statistics may be grim. But just because most wealthy families see their fortunes evaporate within a couple of generations does not mean yours will. Here are some strategies to avoid it... 17 Jun
  • by Estates Gone Wrong
  • Curated Content, Squandered Fortunes

Most Kids from Wealthy Families Squander their Inheritance

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Ever thought about gifting a property to your children? I recently had this very discussion with my own aging parents. This resulted in some important discussions about our family home, their goals and consideration for the tax outcomes of any decisions made...

Transferring the Family Home: Considerations for Canadians

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors. 

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events.

The Financial and Emotional Challenges of Major Life Changes

Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported. Consider bookmarking the BankSafe Dementia Hub as a go-to reference when navigating delicate client situations.

Dementia Hub: Fraud Prevention Resources from AARP

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