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Millionaires Can Be Eccentric: The Great Stork Derby | Curated Content | Strange Bequests | Estates Gone Wrong 20 Dec
  • by Estates Gone Wrong
  • Bizarre Bequests, Curated Content

Millionaires Can Be Eccentric: The Great Stork Derby

In most cases, testators cannot rule from the grave. If you leave certain assets or gifts for certain individuals, you cannot unduly restrict their use of them. 02 Sep
  • by Estates Gone Wrong
  • Bizarre Bequests, Curated Content

Ruling From the Grave: Are Conditional Bequests Valid?

Lawyers Who Write Wills Share The 40 Weirdest Requests Clients Have Made | Curated Content | Strange Bequests | Estates Gone Wrong 28 Jun
  • by Estates Gone Wrong
  • Bizarre Bequests, Curated Content

Ask Reddit Thread: 40 Weirdest Requests in People’s Wills

The 10 Strangest Inheritances of All Time | Curated Content | Strange Bequests | Weird Things People Left in Wills | Estates Gone Wrong 13 Jun
  • by Estates Gone Wrong
  • Bizarre Bequests, Curated Content

10 of the Strangest Inheritances of All Time

Estranged siblings return home to bury their mother and claim their rightful inheritance. They quickly discover she hid the deed to the entire estate somewhere on the property, so they must work together to unravel clues. 25 Mar
  • by Estates Gone Wrong
  • Bizarre Bequests, Dramatized Content

The Greatest Inheritance | Comedy Drama | 2022

10 of The Strangest Wills of All Time | Curated Content | Strange Tales | Inheritance Horror Stories | Estates Gone Wrong 25 Aug
  • by Estates Gone Wrong
  • Bizarre Bequests, Curated Content

Roundup: 10 of The Strangest Wills of All Time

Brewster's Millions 24 May
  • by Estates Gone Wrong
  • Bizarre Bequests, Dramatized Content

Brewster’s Millions | American Comedy Film | 1985

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Recent:

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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