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  • Legacy Lexicon
Incorporating tools and strategies into your estate plan to mitigate a beneficiary’s spendthrift habits is vital to protect both the beneficiary and your assets. 21 Mar
  • by Estates Gone Wrong
  • Curated Content, Squandered Fortunes

Estate Planning Strategies for Managing a Spendthrift Beneficiary

Digital Estate Planning Guide: Get Your Assets in Order | Digital Distress | Online Accounts | Estate Planning | Estates Gone Wrong 15 Mar
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Estate Planning Guide: Getting Your Digital Assets in Order

The Impact of Digital Assets on Estate Planning and Litigation | Digital Distress | What Happens to Your Digital Assets | Estates Gone Wrong 11 Mar
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

The Impact of Digital Assets on Estate Planning and Litigation

Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones. 11 Mar
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Relying Solely on a Will? It Could Be a Costly Mistake!

Given the many considerations that come with passing down or inheriting a collection, it's wise to plan well in advance— particularly for rare or especially valuable assets. 08 Mar
  • by Estates Gone Wrong
  • Curated Content, Unique Assets & Interests

Key Steps & Planning Considerations for Rare Collectibles

Estate Planning: How To Keep Track of Passwords, Access Keys, and PINs 06 Mar
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Estate Planning: How To Keep Track of Passwords, Access Keys, and PINs

These moments spent with a loved one during the last few hours of life are precious and profound and they can change you for the good forever. Say yes and show up to offer comfort... You won’t regret it. 06 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Comforting a Dying Loved One: What to Say…

When getting started with an inheritance, it’s important to ask the right questions. Encompass Advisors have curated 12 essential questions to ask when expecting a financial windfall. 29 Feb
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

12 Questions to Ask When Receiving an Inheritance

How to Make Sure Your Online Accounts Aren't a Nightmare for Your Family | Digital Distress | Legacy Contacts | Estates Gone Wrong 26 Feb
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Will Your Online Accounts Become a Nightmare for Your Family?

As generative AI brings dead celebrities back to life, we must rethink the rights of the deceased. Changes are due in privacy, consumer protection and property laws, University at Buffalo legal scholar Mark Bartholomew says... 24 Jan
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Generative AI: Rethinking the Legal Rights of the Deceased

What Are the Consequences of Not Planning for Long-Term Care? | Curated Content | Elder Care Nightmares | Estates Gone Wrong 22 Jan
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

The Consequences of Not Planning for Long-Term Care

Estate Planning Lessons from the Complex World of ‘Better Call Saul’ 15 Jan
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Estate Planning Lessons from the Complex World of ‘Better Call Saul’

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Topics:

  • Beneficiary Rights (26)
  • Bizarre Bequests (30)
  • Celebrity Estates (56)
  • Charitable Misgivings (32)
  • Common Mistakes (52)
  • Communication Breakdowns (42)
  • Digital Distress (56)
  • Family Disputes (68)
  • Guardian Safeguards (38)
  • Infamous Feuds (34)
  • Law Reform (36)
  • Life Events (32)
  • Long-Term Care Crisis (36)
  • Property Pitfalls (54)
  • Squandered Fortunes (24)
  • Succession Lessons (42)
  • Tax-Smart Strategies (36)
  • Unique Assets & Interests (28)

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

Estate trustees (Executors) have a duty to keep accurate records of estate assets and transactions throughout their administration and to account to beneficiaries at appropriate intervals.

Keeping Meticulous Records: Practical Tips for Executors

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?

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