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  • Legacy Lexicon
Just because the law allows for a testator to hand-write their own will does not make it a good idea, as a recent court decision shows. Even a harmonious family is likely to end up in court, seeking confirmation that the handwritten document was indeed a valid Holograph Will.  30 Mar
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Handwritten Will Declared Invalid by Ontario Judge

Couples may have many reasons for not getting married, but when a common law partner dies without a will, the living partner is left legally vulnerable. Here’s what you need to know... 16 Feb
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Complications for ‘Legally Vulnerable’ Common Law Couples 

If you have a rare or unusual collection, you need to ensure that it's properly accounted for before you pass away. The most failsafe way of doing this is to include your collection in your estate plan. Working with the right appraiser is key! 06 Jan
  • by Estates Gone Wrong
  • Curated Content, Unique Assets & Interests

Unusual Collectibles: Working with the Right Appraiser is Key

When a Charitable Bequest in a Will Goes Wrong | Curated Content | Charitable Bequests | Estates Gone Wrong 01 Nov
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

When a Charitable Bequest in a Will Goes Wrong

What Happens if a Person Has Multiple Wills in Ontario? 28 May
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

What Happens if a Person Has Multiple Wills in Ontario?

We can do many things to make preparing our Executor and loved ones easier. However, the main thing is just to start having the conversation, even if it is little sentences at a time. Don’t leave your loved ones with such confusion that they end up resorting to stalking someone to get some answers as Carrie Bradshaw did! 03 Mar
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

“BIG” Surprises in Your Will? Your Loved Ones Deserve a Spoiler Alert!

Battles over Marilyn Monroe's estate shed light on the challenges of protecting intellectual property rights posthumously. Disputes emerged over the ownership and commercial use of her image and likeness.  21 Nov
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Marilyn Monroe’s Estate Continues to Make People Rich… But Who???

Disinheriting a child can tear a family apart, if —revealed only after the parent in question has died— it comes as a surprise. Much of this conflict can be avoided if the parent in question has a candid conversation with family members in advance. 16 Apr
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Disinheriting a Child Shouldn’t Take Your Family By Surprise!

Gore-Tex Heiress, Susan Gore, has been denied the right to adopt her 65-year-old ex-husband as a means to boost her family's inheritance fortune. 21 Mar
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

Court Ruling: Heiress Cannot Adopt Ex-Husband for Inheritance

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Recent:

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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