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  • Legacy Lexicon
Providing Clear Instructions for Your Digital Executor 05 Jun
  • by Estates Gone Wrong
  • Digital Distress, Generated Content

Providing Clear Instructions for Your Digital Executor

Estate planning has traditionally focused on tangible assets like real estate, bank accounts, and personal belongings. However, in a world increasingly reliant on technology, digital assets deserve the same level of attention. 27 Feb
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Why Your Digital Assets Matter in Estate Planning

This guide explores the fate of domain names and websites after death, outlining the steps executors and family members should take to manage these digital properties effectively. 09 Jan
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Managing Domain Names & Websites After Owner Passes Away

When a loved one passes away, their streaming accounts and subscriptions may seem like minor considerations compared to other estate matters. However, managing these accounts is important to prevent ongoing charges and secure their digital legacy. 09 Jan
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Managing Streaming Service Accounts: A Guide for Canadians

The digital age has ushered in a paradigm shift in estate planning and administration... This article will delve deeper into the complexities of digital asset succession in Ontario, discussing the challenges faced, potential solutions, and the evolving legal landscape. 25 Oct
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

The Evolving Landscape of Digital Asset Succession

Can Your Subscription Service Limit Your Estate’s Ability to Sue? | Digital Distress | Streaming Subscription Agreement | Estates Gone Wrong 02 Oct
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Warning: Read “Subscriber Agreements” Very Carefully

Estate Planning: How To Keep Track of Passwords, Access Keys, and PINs 06 Mar
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Estate Planning: How To Keep Track of Passwords, Access Keys, and PINs

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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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