Most succession plans have been largely framed on giving the assets to the farming children while using life insurance and/or estate-based gifts for non-farmers, but succession planning has evolved into much more now says a farm business and succession advisor. 18 Nov

Fair versus Equal: Succession Planning & The Family Farm

4 Expert Insights on Avoiding Estate Planning Pitfalls for 2025 17 Nov

Expert Insights: Avoiding Estate Planning Pitfalls for 2025

From tax laws to tax liabilities, there are so many things to consider. Goals include protecting inheritances for heirs, minimizing estate taxes, avoiding the probate process, and appointing the right trustee. But how do you navigate this complex process? 17 Nov

High-Net-Worth Estate Planning: Quick Guide

Sudden Wealth Syndrome is a psychological condition that affects individuals who come into large amounts of money unexpectedly. Whether through an inheritance, lottery win, or investing, the sudden influx of wealth can be overwhelming... 14 Nov

Understanding Sudden Wealth Syndrome: Risks & Safeguards

Widow in Legal Battle with Rotary Foundation Over Husband's Estate 14 Nov

Widow in Legal Battle with Rotary Foundation Over Husband’s Estate

Understanding the Differences Between Succession and Inheritance 13 Nov

Understanding the Difference Between Succession & Inheritance

If an account holder passes away or loses capacity, their legal representatives may not be able to access their digital assets held by a virtual custodian. Alberta Law Reform Institute recommends authorizing fiduciaries to access digital assets through new legislation. 13 Nov

Authorizing Fiduciaries to Access Digital Assets

Careful use of wills, trusts, or both can ensure that assets and possessions are distributed as intended. Making an estate plan a priority can save time, money, and help loved ones avoid potential financial hardship and conflicts. 13 Nov

Wills Versus Trusts: Definitions & Key Differences

Dive a little deeper into the most common questions that people are asking online about estates, probate, and the role of the executor... RBC's "Matters Beyond Wealth" podcast : Episode 54 12 Nov

Frequently Asked Questions About Being an Executor in Canada

Pets & Estate Planning: More Complex Than You Might Think 10 Nov

Pets & Estate Planning: More Complex Than You Might Think

If you’re considering a family settlement agreement, consulting a probate attorney can ensure the process is handled correctly and fairly. With the right guidance, your family can achieve a resolution that honors the deceased’s wishes while promoting harmony among heirs. 09 Nov

Estate Dispute Resolution: What is a Family Settlement Agreement?

A will can be used to provide certain types of conditional gifts in Massachusetts. With that being said, it is generally not the best option for doing so. Trusts are generally far better Estate Planning tools for this purpose... 08 Nov

Massachusetts: Can You Leave Conditional Gifts in Your Will?