Bringing wills into the 21st century: will major inheritance law reform soothe or spark legal battles? 21 Jul

Could Inheritance Law Reform in England & Wales Spark Legal Battles?

Many family farms are comprised of large, valuable parcels of farmland that have been passed down through generations. This blog post highlights why family farm operations are uniquely susceptible to estate battles. 18 Jul

Family Farm Operations: Uniquely Susceptible to Estate Disputes

Dueling Trustees Battle Over Jimmy Buffett’s $275 Million Estate 16 Jun

Dueling Trustees Battle Over Jimmy Buffett’s $275 Million Estate

It’s worth noting that the generation-skipping tax rate is steep. The positive news is that you can leverage a generous exemption to transfer wealth to younger generations while minimizing taxes.  12 Jun

Strategies for Minimizing Generation-Skipping Transfer Taxes

There can be benefits to gifting part of your estate during your lifetime (inter vivos), an increasingly popular wealth transfer option for Canadians. Before settling on this option, here’s what you’ll need to consider.  06 May

Advantages of Gifting Assets During Your Lifetime: Inter Vivos

Millions of US boomers are refusing to give their $84 trillion in real estate, wealth away to their adult kids — here’s why and what it means for the US economy 12 Feb

US Boomers Reassessing Priorities: Impact on Future Homeownership

Don't Wait until it's Too Late: Communicate Your Plans with Your Family 10 Feb

Don’t Wait: Communicate Your Plans with Your Family

Family Philanthropy: Passing Down with Purpose 04 Feb

Family Philanthropy: Passing Down with Purpose

This article explores how the new tax laws in 2025 could affect your estate plan, the potential impact on estate tax exemptions, gifting strategies, trust structures, and capital gains taxes, and what actions you should take to protect your estate. 09 Jan

How New Tax Laws Could Affect Your Estate Plan: 2025

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?

Whether you are approaching retirement or on the receiving end of an inheritance, there are a few simple steps you and your family can take to ensure a smoother transition. This guide will help you navigate "The Great Wealth Transfer"... 10 Dec

Comprehensive Guide to “The Great Wealth Transfer”

There are steps you can take to find out if you have an unclaimed inheritance. Learn how to claim assets that may be rightfully yours... 30 Nov

How to Search for Unclaimed Inheritance: Canada