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Estate Planning Legal: Frequently Asked Questions 31 Oct
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Estate Planning Legal Center: Frequently Asked Questions

Ontario Executors: Glossary of Terms | Are you stuck trying to understand some of the terms you run across as an Ontario Executor? No need to Google them. Here's an "A to Z" list —in plain English— to help. These Ontario Executor Terms Keep You Out of Hot Water.  23 Sep
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Ontario Executors: Comprehensive Glossary of Terms

A helpful guide for understanding important words and laws about advance care planning in all provinces and territories across Canada. 09 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Advance Care Planning Canada: Legal Terminology Resource

What Types of Powers of Attorney are Used in Canada? It is important to know how a power of attorney or a joint bank account works before you use them. There are risks and advantages to both. You should never feel pressured to sign a power of attorney or to open a joint bank account. 27 Aug
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

What Types of Powers of Attorney are Used in Canada?

Having the Correct Power of Attorney is Crucial: Understand the Different Types 06 Aug
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Having the Correct POA is Crucial: Understand the Different Types

This comprehensive guide explores what a holographic will is, the legal requirements it must meet, potential drawbacks, and why you probably need a more robust estate planning solution. 30 Jul
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Resources: a Comprehensive Guide to Holographic Wills

From primary and contingent beneficiary designations to revocable and individual beneficiary designations... Understanding these designations is crucial in ensuring that your assets are distributed according to your wishes. 18 Jul
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Understanding the Different Types of Beneficiary Designations

Johnny Coulthard of Burnetts Solicitors —one of the largest law firms in the North of England— answers 11 of the most frequently asked questions about inheritance, trusts, and will disputes in the UK. 18 Jul
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Frequently Asked Questions About Inheritance Disputes in The UK

A holographic will is a handwritten and testator-signed document and is an alternative to a will produced by a lawyer. Being of sound mind is a crucial provision in determining the validity of a holographic will. Some states do not recognize holographic wills. 08 Jul
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Holographic Will: Definition and State Requirements

A memorandum or letter of wishes is a document containing an expression of wishes to your executors and beneficiaries, providing guidance on how you would like your estate to be administered. It is not a Will. 17 Jun
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

What is a Memorandum or Letter of Wishes?

What Is an Executor? Duties and Role in Estate Planning | An executor is the individual who carries out one's last will, ensuring that the stipulations and wishes of the deceased are carried out properly. 30 May
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

What Is an Executor? Duties and Role in Estate Planning

From the perspective of beneficiaries, interim distributions represent a lifeline of financial empowerment. This in-depth guide covers what they encompass, when they should be contemplated, and the profound significance they hold. 12 Apr
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Timely Access to Inheritance: Demystifying “Interim Distributions”

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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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