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  • Legacy Lexicon
An executor must administer the estate with diligence, respond to reasonable inquiries from beneficiaries, and take the Court process seriously. Where those duties are not met, the Court has shown that it is prepared to order costs personally... 24 Jul
  • by Estates Gone Wrong
  • Beneficiary Rights, Curated Content

What Happens When An Executor ‘Ghosts’ The Estate?

What are you actually entitled to know as an estate beneficiary? And if you are the executor, what do you actually have to share? Here is how it works in British Columbia... 21 Jul
  • by Estates Gone Wrong
  • Beneficiary Rights, Curated Content

Beneficiary Rights in BC: What Executors Need to Know

Estate planning is about making sure the people you love aren’t handed a legal and financial mess on the worst day of their lives. None of these steps are complicated, and most can be started this month. The only truly expensive option is waiting. 15 Jul
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

5 Estate Planning Steps Canadians Delay The Most

Talking with family about estate planning is one of the most loving conversations you can have. Because it’s so important to have these conversations, here are six key things to keep in mind when discussing estate planning with your loved ones... 13 Jul
  • by Estates Gone Wrong
  • Curated Content, Related Resources

6 Tips to Help You Talk to Your Family About Estate Planning

Unless robust estate planning has been done in advance, bereaved families are often left with legal and financial headaches. Here are "5 Estate Planning Mistakes You Don’t Want to Make" and actions you can take, now, to avoid them... 16 Jun
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

5 Estate Planning Mistakes You Don’t Want to Make

Most families don't have these conversations until it's too late. Not because they don't care. But because there's never a clear moment to bring it up... 24 Apr
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Thoughtful Questions To Ask Your Aging Parents

Absence of a clear and well-structured will often leads to protracted and costly legal disputes, straining relationships. Take steps, now, to ensure your will is "contest-proof"... 13 Apr
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Eliminating Ambiguity: Steps to Ensure Your Will is “Contest-Proof”

A shareholders’ agreement is an important document to shareholders and businesses. There are several reasons to review a shareholders’ agreement every 3 to 5 years. 07 Apr
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Reasons to ‘Dust Off’ a Shareholders’ Agreement

If you are a trust beneficiary in California, the law stands behind you. You have specific, enforceable rights that a trustee cannot ignore, sidestep, or delay. If your trustee has treated you unfairly, here's what you need to know... 02 Apr
  • by Estates Gone Wrong
  • Beneficiary Rights, Curated Content

Your Rights as a Trust Beneficiary in California

Inheriting farmland doesn’t require moving back to the farm. With the right planning, Canadians can keep farm assets in the family and potentially preserve valuable tax breaks for future generations. 30 Mar
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Urban Heirs, Rural Assets: Inheriting Farmland in Canada

Nearly 17 years after Michael's death, his daughter Paris has formally challenged the lawyers managing the estate. The dispute raises questions about transparency in managing one of the most profitable celebrity estates in entertainment history. 12 Mar
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Michael Jackson’s Daughter Paris Challenges Estate Executors

Family Business Succession: Entrepreneurs can plan for future generational transitions by implementing a corporation governance framework. 10 Mar
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Family Business: Planning for Future Generational Transitions

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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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