Estate planners have a variety of techniques and tools that can be employed to protect beneficiaries from themselves. Learn more about how to prevent heirs from squandering their inheritances... 18 Sep

How Estate Plans Prevent Heirs From Squandering Inheritances

An area of law rooted in fairness and equity, Proprietary Estoppel prevents a person from going back on a clear promise they made about a property if another person has relied on that promise to their own detriment. 18 Sep

Promised Inheritance: Understanding “Proprietary Estoppel”

Baby boomers are set to give a staggering $124 trillion through 2048 to heirs, according to market researcher Cerulli Advisors in a 2024 report. But are the next generations prepared to accept it or will they become “shirtsleeves to shirtsleeves in three generations”? 18 Sep

Is the Inheriting Generation Prepared for “The Great Wealth Transfer”?

Estate planning is full of jargon and look-alike terms that can trip people up. A few small words can make a big difference. Here’s a Plain-English Guide to The Most Commonly Confused Estate Planning Terms... And What They Really Mean! 17 Sep

Commonly Confused Estate Planning Terms: Florida Law

Robert Redford's stunning $20m property portfolio revealed after Hollywood icon dies in his sleep aged 89 16 Sep

Robert Redford’s Stunning $20m Property Portfolio

Do not leave the final chapter of your story to chance or to others. Your estate plan is not merely legal paperwork. It is your personal declaration: "My family will not be left vulnerable. My legacy will endure." 15 Sep

The Cost of Unpreparedness: Take Command of Your Story!

While Canada is undergoing its largest-ever wealth transfer, with $1 trillion in assets expected to change hands, data reveals many are unprepared, and their financial advisors are not equipped to offer comprehensive estate planning support. 15 Sep

The Great Wealth Transfer: Canadians Remain Unprepared

The infamous inheritance battle for Koch Industries involved the four sons of Fred Koch — William, Frederick, Charles, and David — who feuded for nearly two decades over the control and ownership of the family company.  15 Sep

Infamous 20-Year-Long Inheritance Battle: Koch Industries

While it can be an uncomfortable conversation to have, many Canadians say estate planning is important, yet nearly half report having never discussed the topic with their financial advisor, according to a new survey. 15 Sep

Estate Planning Survey Reveals Canadians Are Not Prepared

The decision of how to divide inherited property between siblings can be a complex one. In this article, Keystone explores how to divide inherited property between siblings fairly, and common disputes and solutions when inheriting a house with siblings. 12 Sep

Inheriting a House with Siblings: Not as Straightforward as it Seems

Neutral Ground in Family Storms: How the appointment of a professional estate executor can help families navigate turbulent waters. 12 Sep

Reasons for Appointing a Neutral Professional in The Role of Executor

Small mistakes, like adding a child to a property title or failing to file the right forms, can create huge tax costs for your family. The key is to plan early and get the right advice. 11 Sep

Avoiding Unnecessary Taxes For Your Surviving Loved Ones