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  • Estates Gone Wrong
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  • Legacy Lexicon
The ongoing legal dispute within the Rothschild family over a stunning collection of art captures the intrigue surrounding one of the world’s most powerful families. As the case unfolds, the art world watches closely. 17 Dec
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

Rothschild Family Feud Erupts Over ‘Mini-Louvre’ Art Collection

This guide — brought to you by Memorial Merits — is written for military families who need straight answers, compassionate clarity, and the truth about what happens when service ends in sacrifice. 13 Dec
  • by Estates Gone Wrong
  • Beneficiary Rights, Curated Content

Military Family Survivor Benefits: Legal Protections for Beneficiaries

This podcast episode —"Probate and Inherited Mineral Rights: Requirements and Alternatives"— explores the often-confusing process of transferring mineral rights when someone passes away. 04 Dec
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Unique Legacy Assets: Transferring & Inheriting Mineral Rights

Without proper instructions, your carefully curated treasures can be: misvalued, sold for pennies, fought over, mishandled, lost, forgotten, or even thrown away. 30 Nov
  • by Estates Gone Wrong
  • Curated Content, Unique Assets & Interests

Estate Planning for Collectors: Protect Your Carefully Curated Legacy

Being an executor doesn’t end when you hand out the last inheritance check. Your legal liability stretches far beyond the day you think you’re done, and the mistakes that trigger lawsuits aren’t always obvious when you’re making them. 28 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Executor Personal Liability: Mistakes That Trigger Lawsuits

Undue influence is not mere persuasion or advice. It requires coercive elements that override the testator’s free will. Courts look for a combination of susceptibility, opportunity, and improper pressure that causes the vulnerable person to act contrary to their true wishes. 27 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Proving or Disproving “Undue Influence” in Court

Most retirees don’t tell adult children about their inheritance, research shows. Here's what advisors recommend sharing, and when... 25 Nov
  • by Estates Gone Wrong
  • Communication Breakdowns, Curated Content

Reluctance to Divulge Estate Plans = Bigger Problems Later

Without a plan, families often face roadblocks. Passwords are lost, accounts are locked, and privacy policies can make recovery difficult or impossible. A formal approach to protecting digital assets ensures that your legacy is preserved and your wishes respected. 21 Nov
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Digital Asset Management: How to Safeguard Your Online Legacy

Can concerned parties use outdated documents as a justification to contest a will? Egregious oversights could raise questions. If the testator failed to update their will for decades, there could be questions about its validity. 16 Nov
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Is an Outdated Will Justification for Probate Litigation?

If you have financial ties in multiple countries, your U.S. estate plan may not be enough. This article —How Living Abroad Can Complicate Your Estate Plan— covers five ways international ties can complicate your best-laid plans... 14 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Five Ways International Ties Can Complicate Your Estate Plan

There are many people who have an estate plan but haven’t taken the initiative to talk about it with their loved ones. These “conversation cues” can help your family have heartfelt and constructive estate-planning discussions. 11 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Conversation Cues For Constructive Estate Planning Discussions

Trust distributions fall into two categories, and the difference is significant. Mandatory distributions versus discretionary distributions: the difference the trust document makes... 10 Nov
  • by Estates Gone Wrong
  • Curated Content, Legacy Lexicon

Trust Distributions: Mandatory vs Discretionary

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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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