A charitable legacy can be an integral part of estate planning, providing a meaningful way to support community initiatives, educational institutions, medical research, or other important causes. The process involves allocating a portion of your estate to benefit causes or organizations you care about, but how is this done? 09 Jan

How To Leave a Charitable Legacy through Your Estate Plan

Generational wealth erosion is a common phenomenon where inherited wealth diminishes over time, often within a few generations. Several factors contribute to the dissipation of inherited wealth... 08 Jan

Generational Erosion of Inherited Wealth: Why Does it Happen?

The history of estate planning includes some remarkably strange and fascinating bequests that challenge our understanding of inheritance law and human nature. 08 Jan

Unusual Bequests Continue to Evolve, Fascinate, and Challenge

What is the gift tax limit for 2025 and how does it affect IRS gift and estate tax exemptions? This article will explore the impact of the new limits, explain how gift and estate tax exemptions work, and guide you through maximizing your gifting and estate planning potential. 08 Jan

Reassess Your Strategy: Gift & Estate Tax Exemptions in 2025

An inter vivos transfer of property is the transfer of ownership of an asset from one living person to another during their lifetime, without the need for a will. 07 Jan

Inter Vivos Transfer of Property: Key Characteristics & Criteria

06 Jan

Create a More Effective Estate Plan: Tips & Best Practices

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