Estate Planning for Adults with Special Needs 06 Jan

Creating a Trust: Estate Planning for Adults with Special Needs

Separated Spouses and Intestacy: Important Changes Coming in 2025 | A significant change in Ontario’s estate law is about to take full effect, impacting separated spouses and their inheritance rights. 06 Jan

Separated Spouses and Intestacy: Important Changes in 2025

Unique assets often fall outside the typical scope of financial portfolios or real property, requiring specialized knowledge, valuation, and management. 06 Jan

High Net Worth Estates: The Challenges of Unique Assets

Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets 04 Jan

Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets

Ontario Farmer Shares 'Unconventional Approach' to Succession Planning 02 Jan

Farmer Shares ‘Unconventional Approach’ to Succession Planning

Glossary of Legal Terms Used in Probate: England & Wales 02 Jan

Glossary of Legal Terms Used in Probate: England & Wales

Blockchain technology is changing the way we think about digital ownership and estate planning. By understanding how blockchains work and how digital assets are stored and transferred, one can make informed decisions about how to protect these assets for future generations. 02 Jan

Blockchain Technology: Digital Ownership & Estate Planning

The GTA offers a wealth of resources to support your estate planning efforts. From legal professionals to financial advisors, you can access a network of experts to guide you through the process. 02 Jan

The Essential Guide to Estate Planning for Families in the GTA

Estate planning is more than just drafting legal documents—it’s about preparing your loved ones for the future. The alternative—keeping plans under wraps—can leave loved ones unprepared... 01 Jan

How Transparency Prevents Conflict in Estate Planning

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully! The gifts and estate tax is a tax on any unilateral transfer from one person to another. Joint ownership does not eliminate taxes. 26 Dec

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully!

The evolution of digital estate planning laws reflects our increasingly online lives, where valuable and sentimental digital property requires the same careful legal consideration traditionally given to physical assets. State legislatures are working to bridge the gap between traditional estate planning and the unique challenges posed by digital inheritance. 25 Dec

Digital & Online Estate Planning Laws: State-by-State

Trustee vs. Executor: Understanding the Difference and Why You Need Both | If you’re like most people, you’ll need both— the executor to oversee the execution of your will and a trustee to manage and administer your trust. 25 Dec

Trustee vs. Executor: What is The Difference & Why You Need Both