Judge Orders Guardianship Firm to Return Thousands to Elderly Woman | Curated Content | Elder Care | Court Rulings | Estates Gone Wrong 05 Sep

Judge Orders Guardianship Firm to Return Thousands to Elderly Woman

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep

Successfully Navigating Legacy Planning: Five Key Factors

If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business. In addition, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation. 03 Sep

Business Succession & Estate Planning Should Be Inseparable

Ontario Superior Court Removes Estate Executor to Resolve Deadlock | Property Pitfalls | Family Disputes | Case Ruling | Estates Gone Wrong 03 Sep

Ontario Superior Court Removes Estate Executor to Resolve Deadlock

estate planning horror stories? money going to the wrong person, incorrect people settling the estate... why you should ask more questions! 02 Sep

“What If” Scenarios: Why You Should Ask More Questions

30 Aug

Litigation Over Lost Will Depletes ‘Very Modest’ Estate

Managing Digital Assets in Estate Planning | Digital Distress | Accessing Online Accounts | Estates Gone Wrong 29 Aug

Managing Digital Assets in Estate Planning

Charities have Fiduciary Duties as Estate Beneficiaries | Charitable Bequests | Administration | Philanthropic Advisor | Estates Gone Wrong 29 Aug

Charities have Fiduciary Duties as Estate Beneficiaries

What Types of Powers of Attorney are Used in Canada? It is important to know how a power of attorney or a joint bank account works before you use them. There are risks and advantages to both. You should never feel pressured to sign a power of attorney or to open a joint bank account. 27 Aug

What Types of Powers of Attorney are Used in Canada?

Understanding the Role of Prenups in Estate Planning | This article explores the intersection of prenups and estate planning, with a specific focus on how these agreements are utilized in Missouri 27 Aug

Understanding the Role of Prenups in Estate Planning

What to Do if You Inherit a House with a Mortgage | Curated Content | Property Pitfalls | Real Estate | Inheriting Debt | Estates Gone Wrong 27 Aug

What to Do if You Inherit a House with a Mortgage

Don't Let Denial Delay Long-Term Care Planning | Curated Content | Elder Care | Estate Planning | Estates Gone Wrong 27 Aug

Don’t Let Denial Delay Long-Term Care Planning