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  • Legacy Lexicon
Stan Lee, the iconic co-creator of Marvel superheroes, became center of a high-profile elder abuse lawsuit... 09 May
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Elder Abuse Lawsuit Against Stan Lee’s Ex-Manager

The Estate Planning Risks of Predatory Marriages 10 Apr
  • by Estates Gone Wrong
  • Curated Content, Life Events

The Estate Planning Risks of Predatory Marriages

Undue influence is a high legal threshold to meet. If you believe that your loved one has been subject to undue influence in drafting their Will, what can you do about it? 04 Apr
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Undue Influence Concerns: Beware a Sudden Change of Heart

Director Norman Jewison's wife cut him off from family, coerced him to change $30M will, lawsuits claimed. Legal fight between filmmaker's sons, 2nd wife highlights end-of-life struggles many families face... 01 Apr
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Family Members Clash Over Director Norman Jewison’s Estate

March is Fraud Prevention Month and with reported cases of fraud rising, seniors are encouraged to increase their awareness of current scams and learn how they can protect themselves. 10 Mar
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Cyber Scams: Fraud Prevention Resources for Canadian Seniors

Some events in life have unexpected effects... Inheriting a large sum of money can be like that. It sounds good, but it is often riddled with conflicting emotions and unexpected challenges. 04 Nov
  • by Estates Gone Wrong
  • Curated Content, Life Events

The Unexpected Effects of Sudden Inherited Wealth

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
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Court Upholds Validity of Wills Despite Claims of Undue Influence

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

Robbie Robertson’s Children Accuse Widow of "Financial Elder Abuse" | Family Disputes | Celebrity Estates | Estates Gone Wrong 12 Jun
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Robbie Robertson’s Children Accuse Widow of “Financial Elder Abuse”

UK docuseries "Inheritance Wars" features gripping and shocking true stories of families dragged through the courts by grief and greed... 17 Sep
  • by Estates Gone Wrong
  • Dramatized Content, Family Disputes

Inheritance Wars | UK Documentary Series | 2023

Estate planning plays a crucial role in crime dramas like The Sixth Commandment, where financial manipulation and inheritance fraud drive the plot. 17 Jul
  • by Estates Gone Wrong
  • Dramatized Content, Family Disputes

The Sixth Commandment | True Crime Drama | 2023

A will in terrorem clause, also known as a "No-Contest" clause, is a legal provision that can be included in a will to discourage beneficiaries from challenging its validity. This clause disinherits any beneficiary who contests the will, which means they will not receive any inheritance. 10 May
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

What is an “In Terrorem Clause” and How Does it Work?

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Topics:

  • Bizarre Bequests (28)
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  • Communication Breakdowns (40)
  • Digital Distress (46)
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Recent:

Ever thought about gifting a property to your children? I recently had this very discussion with my own aging parents. This resulted in some important discussions about our family home, their goals and consideration for the tax outcomes of any decisions made...

Transferring the Family Home: Considerations for Canadians

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors. 

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events.

The Financial and Emotional Challenges of Major Life Changes

Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported. Consider bookmarking the BankSafe Dementia Hub as a go-to reference when navigating delicate client situations.

Dementia Hub: Fraud Prevention Resources from AARP

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