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  • Estates Gone Wrong
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  • Related Resources
  • Legacy Lexicon
Philanthropy is a significant part of your life. It's a reflection of your values and the legacy you wish to leave behind. However, ensuring that your beloved charities are named in your Will requires careful planning and attention to detail. 30 Nov
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

How to Ensure Your Beloved Charities are Named in Your Will

Dealing with property matters after the loss of a loved one can be overwhelming. Learn how to navigate Ontario's survivorship application process effectively with this comprehensive guide. 28 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Guide to Completing a Survivorship Application in Ontario

Trusts are an important tool for estate planning. They broadly fall into two categories: revocable and irrevocable trusts. But what is the difference and which is right for you? 28 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Revocable and Irrevocable Trusts: Key Differences Explained

Estate planning for an irresponsible child is a lot of work. Fortunately, estate planners may exert influence over how heirs spend their inheritances. Keep reading to find out the best ways to protect an irresponsible child’s financial future... 19 Nov
  • by Estates Gone Wrong
  • Curated Content, Squandered Fortunes

Strategies: Estate Planning for Irresponsible Children

From tax laws to tax liabilities, there are so many things to consider. Goals include protecting inheritances for heirs, minimizing estate taxes, avoiding the probate process, and appointing the right trustee. But how do you navigate this complex process? 17 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

High-Net-Worth Estate Planning: Quick Guide

Careful use of wills, trusts, or both can ensure that assets and possessions are distributed as intended. Making an estate plan a priority can save time, money, and help loved ones avoid potential financial hardship and conflicts. 13 Nov
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Wills Versus Trusts: Definitions & Key Differences

If you’ve ever wondered about the difference between an attorney and a lawyer, you are not alone. This article will explain these distinctions in detail and help you understand when to seek each type of legal professional. 08 Nov
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

What is the Difference Between an Attorney and a Lawyer?

Although they are very similar legal concepts, "contracts of inheritance" and "heir agreements" are not the same. 05 Nov
  • by Estates Gone Wrong
  • Generated Content, Legacy Lexicon

Contracts of Inheritance vs Heir Agreements

Like most things involving blended families, estate planning can be challenging. With children from past relationships or a new marriage, you need to plan carefully to take care of everyone. 31 Oct
  • by Estates Gone Wrong
  • Curated Content, Life Events

Why Estate Planning is More Challenging for Blended Families

Estate Planning Legal: Frequently Asked Questions 31 Oct
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Estate Planning Legal Center: Frequently Asked Questions

Being an Estate Executor: Frequently Asked Questions 28 Oct
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Being an Estate Executor: Frequently Asked Questions

Estate Planning Priorities for Canadian Business Owners 01 Oct
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Estate Planning Priorities for Canadian Business Owners

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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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