Court Upholds Validity Of Wills Despite Claims Of Undue Influence | Recent ruling: The importance of assessing claims of undue influence within the context of deceased's broader relationships and intentions 18 Oct

Court Upholds Validity of Wills Despite Claims of Undue Influence

Effective communication with your family and loved ones is vital... The consequences of ambiguity or misalignment between intent and execution can be significant, potentially leading to legal battles that deplete trust resources and damage family relationships. 30 Sep

Estate Planning Case Proves Clarity and Communication are Vital

Family in Legal Battle with Housekeeper over Richard Simmons' Estate 26 Sep

Richard Simmons’ Estate: Family in Legal Battle with Housekeeper

Murdoch Family Legal Battle Highlights a Harsh Reality: No Trust is Airtight | Family Disputes | Celebrity Estates | Estates Gone Wrong 23 Sep

Lessons from Murdoch Family Legal Battle: No Trust is Airtight

Transferring Property Title to a Trustee: Step-by-Step Guide 13 Sep

Transferring Property Title to a Trustee: Step-by-Step Guide

Alleged Undue Influence & Incapacity Dismissed by Ontario Superior Court 05 Sep

Alleged Undue Influence & Incapacity Dismissed by Court

Ontario Superior Court Removes Estate Executor to Resolve Deadlock | Property Pitfalls | Family Disputes | Case Ruling | Estates Gone Wrong 03 Sep

Ontario Superior Court Removes Estate Executor to Resolve Deadlock

Charities have Fiduciary Duties as Estate Beneficiaries | Charitable Bequests | Administration | Philanthropic Advisor | Estates Gone Wrong 29 Aug

Charities have Fiduciary Duties as Estate Beneficiaries

The Next Succession? Lessons from a Family Estate Gone Wrong | Curated Content | Personal Experiences | Estates Gone Wrong 21 Jun

The Next Succession? Lessons from a Family Estate Gone Wrong

Discussing your estate plan with difficult family members can feel daunting, but with patience, empathy, and a dash of humor, you can navigate the conversation effectively. By approaching it with kindness and understanding, you can ensure your wishes are clearly communicated and respected, keeping the family harmony intact—even if it means cracking a joke or two along the way. 27 May

How to Talk to Your Family about Your Fiduciary Choices

Removing an Estate Trustee: How Bad is Bad Enough? | Family Disputes | Court Rulings | Ontario | Estates Gone Wrong 10 Apr

Removing an Estate Trustee: How Bad is Bad Enough?

25 Jan

Charity Explains Why Dunfermline Church Plans Fell Through