The OBBBA provides unprecedented permanence in estate and gift exemptions, presenting a well-defined planning window for high-net-worth families and fiduciaries. Strategic action now can preserve and protect multigenerational wealth when it matters most.
Curated Content Law Reform

U.S. Tax Reforms: What High-Net-Worth Families Need to Know

  • July 3, 2025
  • 2 minutes read
Northern Ireland's legal system is based on common law and is closely aligned with England and Wales. While the succession rules and probate procedures are broadly similar, there are important practical differences.
Curated Content Related Resources

Probate in Northern Ireland: Key Jurisdictional Differences

  • October 15, 2025
  • Less than a minute
April Hubbard is not terminally ill, but the 39-year-old performance and burlesque artist has been approved for assisted dying under Canada's increasingly liberal laws. For those who are terminally ill it is possible to get approval within 24 hours.
Curated Content Law Reform

Law Reform: Canada’s Increasingly Liberal Assisted Dying Laws

  • April 3, 2025
  • 1 minute read
An estate trustee is required to act impartially between all the beneficiaries and to not favor one or more beneficiaries over others. This is colloquially described as the duty to ‘maintain an even hand’.
Beneficiary Rights Curated Content

Treating Beneficiaries Equally: The “Even-Hand Rule”

  • September 19, 2025
  • 1 minute read
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!
Curated Content Unique Assets & Interests

Unusual Collectibles: Working with the Right Appraiser is Key

  • January 6, 2023
  • 1 minute read
It’s worth noting that the generation-skipping tax rate is steep. The positive news is that you can leverage a generous exemption to transfer wealth to younger generations while minimizing taxes. 
Curated Content Tax-Smart Strategies

Strategies for Minimizing Generation-Skipping Transfer Taxes

  • June 12, 2025
  • 1 minute read
When you start thinking about end-of-life planning, you may hear a lot of terms that sound similar. One question many people ask is whether a living will is the same as a DNR order.
Curated Content Frequently Asked Questions

FAQ: Is a Living Will the Same As a DNR Order?

Long-term Care Options & Accommodation Costs: Ontario
Curated Content Related Resources

Long-term Care Options & Accommodation Costs: Ontario

Ontario Estate Court Forms Revamped: Key Changes You Need to Know
Curated Content Related Resources

Ontario Estate Court Forms Revamped: Key Changes

Dying Saskatchewan Farmer’s Will Goes Down in History | Curated Content | Strange Bequests | Estates Gone Wrong
Bizarre Bequests Curated Content

Saskatchewan Farmer’s Will Goes Down in History

A family trust allows individuals to create and preserve a financial legacy while at the same time protecting their assets for their family. Let’s take a closer look at the key tax benefits and issues associated with family trusts.
Curated Content Related Resources

Using Family Trusts for Tax and Estate Planning

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