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  • Legacy Lexicon
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. 18 Nov
  • by Estates Gone Wrong
  • Generated Content, Life Events

The Financial and Emotional Challenges of Major Life Changes

Whether driven by retirement, a desire for simplicity, or changing health needs, the act of downsizing is a profound life event. It requires a conscious and often difficult act of letting go, confronting the unspoken weight of what we choose to leave behind. 27 Oct
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Downsizing Guide: Mastering The Difficult Act of Letting Go

The infamous inheritance battle for Koch Industries involved the four sons of Fred Koch — William, Frederick, Charles, and David — who feuded for nearly two decades over the control and ownership of the family company.  15 Sep
  • by Estates Gone Wrong
  • Generated Content, Infamous Feuds

Infamous 20-Year-Long Inheritance Battle: Koch Industries

A years-long succession battle within Rupert Murdoch's conservative media empire has drawn to a close, with his son Lachlan set to control the news group. The deal ends all litigation over the family's trust. 09 Sep
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Deal Reached in Long Succession Battle Over Murdoch Media Empire

Exploring the legal, contractual, and federal challenges of AI-driven celebrity likeness—from state statutes to the proposed “No Fakes Act.” 27 Aug
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Postmortem Publicity Rights: Digital Use of Celebrity Likeness

Common themes in inheritance disputes include challenges to a will's validity, unfair or unequal asset distribution, family dynamics and pre-existing tensions, lack of clear estate planning, and issues with executor misconduct or mismanagement.  21 Aug
  • by Estates Gone Wrong
  • Family Disputes, Generated Content

Inheritance Disputes: Common Themes & Recent Cases (Ontario)

Alternative Dispute Resolution (ADR) offers significant benefits in probate matters, including reduced costs, faster resolution times, and preservation of family relationships. ADR methods like mediation and arbitration allow for confidential, flexible, and often more amicable resolutions compared to traditional litigation.  25 Jul
  • by Estates Gone Wrong
  • Generated Content, Related Resources

Benefits of Alternative Dispute Resolution in Probate

By ensuring that your intentions are documented, accounting for all family members, and keeping the will simple, you can help your loved ones avoid legal battles and ensure your estate is handled smoothly.   12 Jun
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Valuable Lessons in Clarity & Intent from Canadian Celebrity Estates

Changes to the Succession Law Reform Act and Family Law Act 07 Mar
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Changes to the Succession Law Reform Act and Family Law Act

Whether you’re an executor tasked with administering a loved one’s estate or a family member seeking to understand what lies ahead, this comprehensive guide will walk you through every step... 25 Feb
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Complete Guide to Estate Settlement in Canada

If you are involved in an estate inheritance lawsuit, you can consult a lawyer with experience in estate litigation. You can also try to resolve the dispute through mediation or arbitration.  19 Jan
  • by Estates Gone Wrong
  • Frequently Asked Questions, Generated Content

Estate Inheritance Lawsuit: What are Your Options?

Defusing Trust Disputes: A Guide to Conflict Resolution 06 Dec
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Defusing Trust Disputes: A Guide to Conflict Resolution

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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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