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  • Legacy Lexicon
The Government of Canada has published a useful online guide explaining the tax responsibilities of legal representatives for the estates of deceased individuals. This guide sets out a 4-stage process... 15 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Tax Responsibilities of Legal Representatives of Estates: Canada

Balancing fairness with religious and cultural customs in estates— The law requires equality between men and women. Following tradition may not stand up in court... 09 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Balancing Cultural Tradition and Estate Law in BC

If you don’t select an executor or trustee for your estate, or if the person you named refuses to act in that role, then someone may apply to the court to be appointed as an administrator of your estate. 20 Jan
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

British Columbia: What Happens If You Don’t Appoint an Executor?

During this highly stressful and overwhelming time, it is important to remember that financial well-being can be critical to your path to mental wellness. These five steps are a good place to start... 11 Jan
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Financial Well-Being: Coping with Debt After Losing Your Spouse

Here are nine things to do – and not do – when selecting guardians for a minor child or children. 04 Jan
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Choosing a Guardian for a Minor Child: 9 Important Considerations

By approaching estate planning with openness and involving your family in the conversation, you create a legacy of love, respect, and financial security that extends beyond your lifetime. 20 Jun
  • by Estates Gone Wrong
  • Curated Content, Related Resources

What & When Should You Tell Your Children About Their Inheritance?

A substitute decision-maker is a designated person authorized to make decisions on behalf of a patient who is unable to make important decisions about their own personal care. 13 May
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Understanding the Role of Substitute Decision-Maker in Ontario

Executors have a duty to notify beneficiaries of their entitlement under an estate, but what happens if a beneficiary can’t be easily identified or found? 14 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Missing Beneficiaries: What Executors Need to Know

Executors are often surprised by how long their newly accepted “job” will be. Beneficiaries are equally surprised to hear how long it might take before they start seeing estate funds come their way. How long does it take to administer an estate? 03 Aug
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

How Long Should it Take to Administer an Estate?

You must evaluate your reasoning if you disagree with an estate executor in Ontario. Personal disputes do not qualify for legal intervention and should be solved through communication instead. 02 Jul
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

What If I Disagree With an Estate Executor in Ontario?

Your plans for the future are a big deal— so much so that you shouldn’t trust just anyone to prepare them for you. Here's how to interview an Estate Planning Attorney... 15 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

How to Interview an Estate Planning Attorney

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:

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

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?

Washington Post analysis finds that the "great wealth transfer" narrative is largely a story about the very top of the income distribution. For many in the middle, retirement savings are being consumed by care costs, not passed on.

Cost of Eldercare Obliterating Expected Inheritance

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