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Estate Planning: 6 Big Mistakes You Might Be Making | Curated Content | Common Mistakes | Estates Gone Wrong 23 Feb
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Estate Planning: 6 Big Mistakes You Might Be Making

Tax Considerations for Inherited Properties: What You Need to Know | Property Pitfalls | Real Estate | Estates Gone Wrong 15 Feb
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Tax Considerations for Inherited Properties: What You Need to Know

Whether you collect vintage, antique, or classic cars— it is crucial to have asset protection and estate planning in place to keep these treasured and iconic assets protected and in the family. 14 Feb
  • by Estates Gone Wrong
  • Curated Content, Unique Assets & Interests

Estate Planning: Should You Keep Your Classic Cars in a Trust?

It’s hard to know how much of Barbara Hutton’s tragic life was caused by her early inheritance. But her story still can be useful to help spare children and grandchildren the irreversible damage caused by too much money at too early an age. 14 Feb
  • by Estates Gone Wrong
  • Curated Content, Squandered Fortunes

The Woolworth Misfortune: How Not To Provide For Heirs

One way to plan financially for long-term care is to create a trust. It can be an incredibly useful tool to protect your assets if you become incapacitated and to shield your assets to qualify for certain long-term care benefits. 23 Jan
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

How to Use a Trust to Plan for Long-Term Care

If Hendrix had even done a simple will that properly spelled out his wishes, a large amount of the litigation would have been avoided and it would have ensured that his wishes were followed. 18 Jan
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

The Estate of Jimi Hendrix: Decades of Drama & Costly Litigation

Heirs to an iconic fortune sought out a wealth manager who would assuage their progressive consciences. Now their dispute is exposing dynastic secrets... 16 Jan
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

Getty Trust Issues: Dispute Exposed Family Secrets

An inter vivos transfer is one made during the grantor's lifetime. Inter vivos gifts, which include property related to an estate, are not subject to probate taxes since they are not part of the donor's estate at death. 16 Jan
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Inter Vivos Gifts: What Are They? How Do They Work?

If you have a rare or unusual collection, you need to ensure that it's properly accounted for before you pass away. The most failsafe way of doing this is to include your collection in your estate plan. Working with the right appraiser is key! 06 Jan
  • by Estates Gone Wrong
  • Curated Content, Unique Assets & Interests

Unusual Collectibles: Working with the Right Appraiser is Key

Here are nine things to do – and not do – when selecting guardians for a minor child or children. 04 Jan
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Choosing a Guardian for a Minor Child: 9 Important Considerations

This guide is intended to define certain terminology and explain structural concepts within an estate plan that may pop up during your own research or when talking with your estate planning attorney. 16 Nov
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Estate Planning 101: A Terminology Guide

Acquiring a classic car is easy. Mapping out a succession plan for your collection is an artform. That’s where Carnection Advisors come in... 10 Nov
  • by Estates Gone Wrong
  • Curated Content, Unique Assets & Interests

Classic Car Collectors: Mapping Out a Succession Plan for Your Vehicles

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Topics:

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  • 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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