This comprehensive guide explores what a holographic will is, the legal requirements it must meet, potential drawbacks, and why you probably need a more robust estate planning solution. 30 Jul

Resources: a Comprehensive Guide to Holographic Wills

From primary and contingent beneficiary designations to revocable and individual beneficiary designations... Understanding these designations is crucial in ensuring that your assets are distributed according to your wishes. 18 Jul

Understanding the Different Types of Beneficiary Designations

A holographic will is a handwritten and testator-signed document and is an alternative to a will produced by a lawyer. Being of sound mind is a crucial provision in determining the validity of a holographic will. Some states do not recognize holographic wills. 08 Jul

Holographic Will: Definition and State Requirements

A memorandum or letter of wishes is a document containing an expression of wishes to your executors and beneficiaries, providing guidance on how you would like your estate to be administered. It is not a Will. 17 Jun

What is a Memorandum or Letter of Wishes?

What Is an Executor? Duties and Role in Estate Planning | An executor is the individual who carries out one's last will, ensuring that the stipulations and wishes of the deceased are carried out properly. 30 May

What Is an Executor? Duties and Role in Estate Planning

From the perspective of beneficiaries, interim distributions represent a lifeline of financial empowerment. This in-depth guide covers what they encompass, when they should be contemplated, and the profound significance they hold. 12 Apr

Timely Access to Inheritance: Demystifying “Interim Distributions”

While you may be familiar with common terms such as a will, a trust or an executor, you may not be as certain about others. For quick reference, here’s a glossary of key terms you may come across when planning your estate: 11 Apr

Quick Reference: Glossary of Common Estate Planning Terms

Contentious probate refers to the legal conflicts and disputes that can arise in the process of settling a deceased person’s estate. This guide dives deeper into a probate contest and what is involved with it from a legal standpoint.  07 Mar

Navigating the Challenges of Contentious Probate: UK

When combined with the nuances of deemed disposition, estate planning can quickly become complex. Personalized advice is invaluable for devising a strategy to maximize your wealth transfer to the people and causes you love. 15 Feb

Deemed Disposition at Death: Top Questions Answered

Understanding Probate in Canada: Everything You Need to Know | Probate is a crucial process in the Canadian legal system that ensures the deceased person’s estate is distributed according to their wishes. 21 Jan

Understanding Probate in Canada: Everything You Need to Know

In the complex world of Tax, Wealth and Estate Planning, navigating the myriad of options and making informed decisions is crucial. This is where professionals with specialized designations provide expertise and guidance. 02 Jan

Professional Designations in Financial Services: Roles & Definitions

Demystifying Estate Planning: Key Definitions You Need to Know | It’s easy to feel overwhelmed by legal jargon and complex terminology. Understanding these essential terms can transform the way you approach your legacy and financial future. 05 Sep

Demystifying Estate Planning: Key Definitions You Need to Know