Trust distributions fall into two categories, and the difference is significant. Mandatory distributions versus discretionary distributions: the difference the trust document makes... 10 Nov

Trust Distributions: Mandatory vs Discretionary

05 Nov

Understanding the Rights of Beneficiaries in Estate Litigation

It is generally unreasonable to expect an executor to work for free, or for less than the standard rate, given the considerable amount of work involved. For potential executors, clarity about compensation helps them make informed decisions about accepting the role. 04 Nov

Is it Reasonable for an Executor to Expect Compensation?

Actress Diane Keaton left behind not just a remarkable legacy but an important reminder about estate planning for our pets. 04 Nov

Pet Trusts: What We Can Learn from Diane Keaton’s Estate

It’s one thing to talk about the importance of succession planning. It’s another to see the transformation happen in real families, businesses, and lives. Here are real-world lessons from business-owning families who faced the fire—and came through stronger. 31 Oct

Family Business Succession: Lessons Learned from Real Families

As digital wealth continues to grow, these assets will increasingly appear in estate files. Understanding how to value and administer them will be essential. Markets change, assumptions fail, and good planning remains the best defence. 30 Oct

Valuing Digital Assets: Lessons from the World of Online Gaming

Unfortunately, disputes over Wills are on the rise in the UK... This reflects not only changing family structures but also shifting expectations around inheritance. 30 Oct

Family Dynamics & Inheritance: Managing Expectations

Whether driven by retirement, a desire for simplicity, or changing health needs, the act of downsizing is a profound life event. It requires a conscious and often difficult act of letting go, confronting the unspoken weight of what we choose to leave behind. 27 Oct

Downsizing Guide: Mastering The Difficult Act of Letting Go

Texas doesn’t tax your estate or your inheritance—but the federal government might. And if you own property in other states, you may still be affected by their rules. Let’s break down how smart planning can protect your legacy. 27 Oct

Does Texas Have an Estate or Inheritance Tax?

Preparedness is key. With clear instructions and all assets accounted for, the transfer itself can be smooth, allowing loved ones to focus on grieving and honoring your memory. Here's what you should do now to best position your heirs for success. 26 Oct

How To Guide Your Heirs Through The Great Wealth Transfer

The probate process can vary significantly from one state to another, reflecting local laws, customs, and practices. Here is a quick guide to understanding state-specific probate laws and procedures... 25 Oct

Does The Probate Process Vary from State-to-State?

An estate tax is levied on the deceased's estate, while an inheritance tax is paid by heirs subject to the tax (spouses are usually exempt). Over a dozen states currently impose estate or inheritance taxes. Find out where you’ll have to pay... 24 Oct

2025 Update: States with Scary Estate & Inheritance Taxes