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  • Legacy Lexicon
The Inheritance Games offers a thrilling exploration of estate planning through the lens of a captivating mystery. By learning from the fictional world of Avery Grambs, we can gain valuable insights into the importance of a well-created estate plan. 05 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Estate Planning Lessons from “The Inheritance Games”

"Selling Superman" is a 4-part documentary that explores a 40-year family secret involving a collection of comic books, including a highly valued Superman #1 comic worth over $3.5 million.  16 Oct
  • by Estates Gone Wrong
  • Dramatized Content, Unique Assets & Interests

Selling Superman | 4-Part Documentary | 2024

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

You’ve worked too hard to let the division of your business assets become a source of pain and conflict for your family. Don’t wait until it’s too late to create a plan that protects your family’s unity and your business’s future. 03 Oct
  • by Estates Gone Wrong
  • Curated Content, Succession Lessons

Don’t Let Your Business Tear Your Family Apart

"Estates gone wrong" refers to the failure of an estate plan, often resulting in significant financial, legal, and family conflicts. Discuss your estate plan with your family and beneficiaries to ensure they understand your wishes and to minimize conflict.  30 Sep
  • by Estates Gone Wrong
  • Common Mistakes, Generated Content

Common Mistakes Leading to “Estates Gone Wrong”

The Importance of Documenting Your Charitable Wishes | Charitable Bequests | Philanthropic Intentions | Estate Planning | Estates Gone Wrong 23 Sep
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

The Importance of Documenting Your Charitable Wishes

Whether it’s rare stamps, vintage cars, or limited-edition action figures... when it comes to passing these treasures on to your heirs, collectibles present several unique challenges in estate planning. 23 Sep
  • by Estates Gone Wrong
  • Curated Content, Unique Assets & Interests

An Inheritance Lawyer’s Guide to Estate Planning for Collectibles

Why Transparency Matters: The Importance Of Open Dialogue | Curated Content | Communication Breakdowns | Estates Gone Wrong 12 Sep
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Why Transparency Matters: The Importance Of Open Dialogue

We serve individuals, families and businesses in the Brussels area. Safeguard your assets through estate planning and insurance analysis: please contact us if you have any questions about Estate Planning... 10 Sep
  • by Estates Gone Wrong
  • Canada, Directory, Ontario

Sholdice Financial Services | Estate Planning | Brussels Ontario

Alleged Undue Influence & Incapacity Dismissed by Ontario Superior Court 05 Sep
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Alleged Undue Influence & Incapacity Dismissed by Court

The First Step: Open Conversation with Loved Ones | Communication Breakdowns | We Need to Talk About Estate Planning | Estates Gone Wrong 05 Sep
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

The First Step: Open Conversation with Loved Ones

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Successfully Navigating Legacy Planning: Five Key Factors

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Topics:

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  • Common Mistakes (52)
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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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