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  • Legacy Lexicon
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. 17 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Dementia Hub: Fraud Prevention Resources from AARP

Elderly and vulnerable people are prime targets for cybercriminals and scammers. Talk to your entire family about the common schemes that cybercriminals employ. Have a conversation about how they can protect themselves today. 23 Oct
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Helping Elderly and Vulnerable Loved Ones Avoid Cyber Scams

March is Fraud Prevention Month and with reported cases of fraud rising, seniors are encouraged to increase their awareness of current scams and learn how they can protect themselves. 10 Mar
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Cyber Scams: Fraud Prevention Resources for Canadian Seniors

Preventing Loved Ones from Internet Scams: Powers of Attorney 05 Dec
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Preventing Loved Ones from Internet Scams: Powers of Attorney

Big Inheritance Scams: Protect Your Family from Estate Fraud | Recognizing the warning signs of an inheritance scam is crucial for protecting yourself and your loved ones. 22 Jul
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Big Inheritance Scams: Protect Your Family from Estate Fraud

Predatory Probate Lending: an Epidemic in Need of Law Reform? 22 May
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Predatory Probate Lending: an Epidemic in Need of Law Reform?

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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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