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  • Legacy Lexicon
Without proper planning, your pets could end up in shelters or with people who aren’t prepared to care for them properly. Taking time now to make these arrangements ensures your faithful companions will be loved and cared for throughout their lives. 09 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Choosing the Right Caregiver for Your Furry Family Members

Planning your own funeral is an incredible act of love. If you don’t design and document your final wishes, your family will have to do so while mourning your death. 08 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

How To Plan Your Own Funeral: 10-Step Guide & Checklist

As an executor, it is important to be aware that simply being in a position where your interests appear to conflict with those of the beneficiaries may be enough for a court to remove you as an executor. 08 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Examples of Executor-Beneficiary Conflict of Interest

Recognizing these scams enables you to more effectively safeguard your interests during probate. If you feel any fraud is being committed, here's what you need to know... 06 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Common Probate Scams: Recognizing Fraudulent Activities

Life Insurance is more than just a safety net. It’s a strategic tool. Learn how life insurance is not just about risk— it’s about opportunity... in this in-depth guide to understanding the different types of Life Insurance for Estate Planning in Canada. 05 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Understanding The Role of Life Insurance in Estate Planning

You only have so many hours in the day, days in a week, or patience in being pulled in different directions. Being proactive may seem like extra work now, but it will pay dividends— plan ahead, and the journey will be much smoother. 05 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Balancing End-of-Life Planning for Your Aging Parents and for Yourself

Moving to a new state is a significant life event that requires reviewing and likely updating your estate plan, as state laws and tax implications can differ. 04 Sep
  • by Estates Gone Wrong
  • Generated Content, Life Events

Moving to a New State? Review & Update Your Estate Plan!

Planning a funeral can seem like a daunting task, but a step-by-step approach can help you to honor and remember a loved one. Memorial services provide opportunities for family members, friends, and others to offer comfort and support to the bereaved and to each other. 04 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Funeral Planning: Step-by-Step Guide to Honoring a Loved One

Planning ahead to lower the value of what you leave behind, so "less is taxed"— Estate tax can be reduced using a variety of legitimate estate planning techniques... 29 Aug
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Planning Techniques: 10 Common Ways To Reduce Estate Taxes

Ontario Estate Court Forms Revamped: Key Changes You Need to Know 29 Aug
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Ontario Estate Court Forms Revamped: Key Changes

Baby boomers are expected to pass down $124 trillion by 2048, and women are positioned to inherit much of that wealth. But many say they feel unprepared to manage an inheritance... 27 Aug
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Statistics: Majority of Women Confess ‘Inheritance Anxiety’

A critical part of advance care planning is choosing someone who will represent you in case you can’t represent yourself. This article provides an introduction to healthcare proxies, the process of selecting one, and resources for getting started. 25 Aug
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Choosing a Healthcare Proxy: Who Will Speak for You?

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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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