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  • Legacy Lexicon
These conversations can be difficult, but they’ll save your children from added stress. Find out how and when to have "The Talk" with your adult kids about your estate plans and their inheritance... 03 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

How To Talk About Your Estate Plans with Your Adult Children

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

A contingent beneficiary can receive insurance proceeds, an inheritance, or retirement assets when the primary beneficiary is deceased, missing, or refuses to claim them at the time the account becomes due. 18 Jun
  • by Estates Gone Wrong
  • Beneficiary Rights, Curated Content

Do Contingent Beneficiaries Have Any Legal Rights?

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Recent:

Inheriting a collection is a significant emotional and financial event. It connects us to our past, to loved ones, and to histories that may span generations. Yet, it also presents a daunting challenge: how to decide what to keep and what to sell. 

Inherited Collectibles: Practical Tips for Deciding What to Keep or Sell

Over the past decade, a caregiving crisis has been building in the workplace. Currently, 35% of the Canadian workforce or 8 million people, are struggling and juggling their work responsibilities with caregiving duties.

Caregiving Crisis at Work: Millions of Canadians Struggling

Discretionary trusts can be an effective way to provide for beneficiaries without granting them fixed entitlements. However, these structures can create uncertainty for beneficiaries... Understanding the legal framework is critical for both sides.

Ontario Guide to Discretionary Trusts and Beneficiary Rights

What happens when the domestic tax rules of two different countries look at the same person and both conclude that the individual is a tax resident?

Navigating Dual-Residency: Canada’s Tax Treaty Tie-Breakers

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