Without a plan, families often face roadblocks. Passwords are lost, accounts are locked, and privacy policies can make recovery difficult or impossible. A formal approach to protecting digital assets ensures that your legacy is preserved and your wishes respected. 21 Nov

Digital Asset Management: How to Safeguard Your Online Legacy

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events. 18 Nov

The Financial and Emotional Challenges of Major Life Changes

Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported. Consider bookmarking the BankSafe Dementia Hub as a go-to reference when navigating delicate client situations. 17 Nov

Dementia Hub: Fraud Prevention Resources from AARP

Can concerned parties use outdated documents as a justification to contest a will? Egregious oversights could raise questions. If the testator failed to update their will for decades, there could be questions about its validity. 16 Nov

Is an Outdated Will Justification for Probate Litigation?

If you have financial ties in multiple countries, your U.S. estate plan may not be enough. This article —How Living Abroad Can Complicate Your Estate Plan— covers five ways international ties can complicate your best-laid plans... 14 Nov

Five Ways International Ties Can Complicate Your Estate Plan

Trust distributions fall into two categories, and the difference is significant. Mandatory distributions versus discretionary distributions: the difference the trust document makes... 10 Nov

Trust Distributions: Mandatory vs Discretionary

05 Nov

Understanding the Rights of Beneficiaries in Estate Litigation

It is generally unreasonable to expect an executor to work for free, or for less than the standard rate, given the considerable amount of work involved. For potential executors, clarity about compensation helps them make informed decisions about accepting the role. 04 Nov

Is it Reasonable for an Executor to Expect Compensation?

Actress Diane Keaton left behind not just a remarkable legacy but an important reminder about estate planning for our pets. 04 Nov

Pet Trusts: What We Can Learn from Diane Keaton’s Estate

A multijurisdictional approach uses one document, whereas a cross-jurisdictional approach uses multiple, separate documents. Both require specialized legal advice to navigate differences in foreign laws, such as forced heirship rules, and to ensure wishes are carried out effectively.  03 Nov

Multi-Jurisdictional vs Cross-Jurisdictional Estate Planning

It’s one thing to talk about the importance of succession planning. It’s another to see the transformation happen in real families, businesses, and lives. Here are real-world lessons from business-owning families who faced the fire—and came through stronger. 31 Oct

Family Business Succession: Lessons Learned from Real Families

As digital wealth continues to grow, these assets will increasingly appear in estate files. Understanding how to value and administer them will be essential. Markets change, assumptions fail, and good planning remains the best defence. 30 Oct

Valuing Digital Assets: Lessons from the World of Online Gaming