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Finding the right will making software for your family situation can streamline the process and allow you to have everything in order for your heirs. These sites can help you create an affordable will online... 20 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

How to Create an Affordable Will Online: United States

Canada Pension Plan Embroiled in Long-Term Care Fiasco | Long-Term Care | Elder Care | Fraud | Estates Gone Wrong 18 Oct
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

Canada Pension Plan Embroiled in Long-Term Care Fiasco

We serve individuals, families and businesses in the Brussels area. Safeguard your assets through estate planning and insurance analysis: please contact us if you have any questions about Estate Planning... 10 Sep
  • by Estates Gone Wrong
  • Canada, Directory, Ontario

Sholdice Financial Services | Estate Planning | Brussels Ontario

If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business. In addition, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation. 03 Sep
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Business Succession & Estate Planning Should Be Inseparable

Don't Let Denial Delay Long-Term Care Planning | Curated Content | Elder Care | Estate Planning | Estates Gone Wrong 27 Aug
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

Don’t Let Denial Delay Long-Term Care Planning

Certain assets are generally excluded from the net family property calculation, provided they were not used for family purposes or did not significantly change in nature during the marriage. The complexity of family law make it essential to seek professional legal advice. 10 Aug
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Net Family Property (NFP) in Ontario: A Complete Guide

Long-term Care Options & Accommodation Costs: Ontario 02 Jul
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Long-term Care Options & Accommodation Costs: Ontario

Succession planning is an essential component of protecting the continuity of your business. If done right, it can also support the success and harmony of your family's long-term well-being. 01 May
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Passing Down Your Business to The Next Generation

Fights Over Estates Can Tear Families Apart | Curated Content | Family Disputes | Inheritance Horror Stories | Estates Gone Wrong 12 Nov
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Fights Over Estates Can Tear Families Apart

Aging Baby Boomers Raise the Risk of a Long-Term-Care Crisis in the U.S. | Curated Content | Elder Care | Long-Term Care | Estates Gone Wrong 08 Nov
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

Aging Baby Boomers Raise the Risk of a Long-Term-Care Crisis

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  • Bizarre Bequests (28)
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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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