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The "Marley v Rawlings" case —which concerned attempts to rectify a mistake made by a couple when signing their mirror wills— serves as a reminder of the necessity for attention to detail to avoid estate disputes. 31 Jan
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Marley v Rawlings: A Case Study in Clerical Errors & Mirror Wills

In Ontario, the absence of a valid will can lead to complexities, uncertainties, and outcomes that may not align with your wishes. 17 Jan
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

What Happens if You Die without a Will in Ontario?

Grief isn’t just about the initial loss. It’s also about the secondary losses that may go unnoticed but add to the impact of the initial loss. Wondering how you can help... what NOT to say or do? Find out how to help support someone in navigating the financial aspects of a loss… 24 Dec
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Grief Support: Navigating The Financial Aspects of Loss

Property owners who have used joint ownership as an estate planning tool to avoid the cost and delay of probate will need to revisit their plans in light of this decision. 16 Dec
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Court Ruling Upsets Commonly-held Interpretation of Joint Tenancy

Dealing with property matters after the loss of a loved one can be overwhelming. Learn how to navigate Ontario's survivorship application process effectively with this comprehensive guide. 28 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Guide to Completing a Survivorship Application in Ontario

In a typical estate plan, each spouse leaves their assets to the other. When the second spouse passes away, assets are distributed to their children. But what happens to your estate plan if you remarry? And what if you have children from a prior marriage? 10 Oct
  • by Estates Gone Wrong
  • Curated Content, Life Events

Remarriage: a New Family Calls for a New Estate Plan

Ontario's Family Law Act: "Entitlement to Equalization" in Action | Family Disputes | Court Battles | Case Ruling | Estates Gone Wrong 16 Sep
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Ontario’s Family Law Act: Entitlement to Equalization

Any property that you own in the UK, be it land or buildings, can be bequeathed to someone in your will. However, the way in which you own the property impacts how it can be passed on. 15 Apr
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Including Property in Your Will in the UK: What You Should Know

Probate planning pitfalls: The risks that you need to consider before adding your child to the title of your home for estate planning purposes 12 Mar
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Adding Your Child to The Title of Your Home: Know The Risks!

Testators should know the risks before using joint ownership as an estate planning tool.  16 Feb
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Joint Ownership of Property: Know the Risks

Having a plan in place will go a long way in providing both partners with peace of mind in the event of a relationship breakup. Explore "10 ways to divorce-proof your assets and protect your wealth"... 09 Jan
  • by Estates Gone Wrong
  • Curated Content, Life Events

Wealth Preservation: 10 Ways to Divorce-Proof Your Assets

Comprehensive estate planning requires careful thought and conversation with your spouse or life partner. Before meeting with an estate planning attorney, it is best to discuss your ideas to present a united goal.  28 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Talking to Your Spouse or Partner About Estate Planning

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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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