Leona Helmsley’s decision to leave her dog, Trouble, $12 million drew legal challenges, media scrutiny, and lasting debate about her legacy. 19 Jul

Leona Helmsley: The Woman Who Made Her Dog a Millionaire

The Vanderbilt family's spectacular rise and devastating fall represents America's most dramatic example of how even the greatest fortunes can vanish within generations... 19 Jul

The Vanderbilts Who Lost Everything (Documentary)

Many family farms are comprised of large, valuable parcels of farmland that have been passed down through generations. This blog post highlights why family farm operations are uniquely susceptible to estate battles. 18 Jul

Family Farm Operations: Uniquely Susceptible to Estate Disputes

Acting as an Estate Trustee can be challenging. It is important to appoint an individual who is responsible and reliable to fulfil this role as they have a fiduciary responsibility to the beneficiaries. 18 Jul

What is an Estate Trustee? What are their Responsibilities?

Canadian professional advisors ought to be cautious when advising U.S. donors.  Although most charitable donations to Canadian charities are likely allowed as a deduction for U.S. tax purposes, it comes with some limitations; notably, the deduction is only applied for Canadian source income and only if the Canadian registered charity meets the U.S. requirements of a qualified charity. 15 Jul

Tax Benefit Limitations: Cross-Border Charitable Donation

Legal Considerations & Access Rights for Digital Assets During Probate 15 Jul

Access Rights for Digital Assets During Probate: Canada

Managing practical tasks while processing your own emotions creates a unique kind of stress that many executors are unprepared for. This guide offers strategies to help you navigate both journeys with more grace and less overwhelm. 15 Jul

Strategies for Executors: Managing Grief While Managing an Estate

When it comes to inheritance and estate planning, family heirlooms aren’t just objects— they’re emotional landmines... 14 Jul

Lessons from Legal Battles Over Family Heirlooms

Not all couples want to be married, but there are some legal benefits that come with a government-recognized union. Unmarried couples should consider the following 9 Estate Planning tips... 11 Jul

Estate Planning Tips for Unmarried Couples: United States

Planning for a family business's future is challenging. Keeping the company within the family and ensuring its success requires careful decision-making. Discover practical strategies for effective family business succession planning to ensure a smooth transition and lasting success. 10 Jul

A Guide to Family Business Succession Planning

Charitable Bequests: The Importance of Names 10 Jul

Charitable Bequests: “What’s in a Name?”

Inspired by recent research on inheritance family feuds, here’s how to protect your family from the devastating conflicts that tear families apart after a loved one’s passing... 10 Jul

Family Feuds Over Inheritance: Causes & Conflict Prevention