Canadian professional advisors ought to be cautious when advising U.S. donors.  Although most charitable donations to Canadian charities are likely allowed as a deduction for U.S. tax purposes, it comes with some limitations; notably, the deduction is only applied for Canadian source income and only if the Canadian registered charity meets the U.S. requirements of a qualified charity. 15 Jul

Tax Benefit Limitations: Cross-Border Charitable Donation

Legal Considerations & Access Rights for Digital Assets During Probate 15 Jul

Access Rights for Digital Assets During Probate: Canada

Not all couples want to be married, but there are some legal benefits that come with a government-recognized union. Unmarried couples should consider the following 9 Estate Planning tips... 11 Jul

Estate Planning Tips for Unmarried Couples: United States

Charitable Bequests: The Importance of Names 10 Jul

Charitable Bequests: “What’s in a Name?”

Inspired by recent research on inheritance family feuds, here’s how to protect your family from the devastating conflicts that tear families apart after a loved one’s passing... 10 Jul

Family Feuds Over Inheritance: Causes & Conflict Prevention

Revocable living trusts are just one part of the estate planning toolkit. Explore how they work, where they may add value, and what to consider if you're evaluating whether this strategy fits into your broader plan. 09 Jul

When to Support Your Estate Plan with a Revocable Living Trust

What do these Inheritance Horror Stories have in common? Every single one of them could have been prevented with a simple conversation and some thoughtful legal planning. Let’s make sure your story doesn’t become someone else’s cautionary tale... 03 Jul

Legal Planning Lessons from Real-Life Inheritance Horror Stories

Setting up a trust can cost anywhere from a few hundred dollars to several thousand, depending on factors like its complexity, legal assistance and administrative requirements. 03 Jul

How Much Does it Cost to Set Up a Trust?

Leaving a cherished family home to your children might seem like a loving and generous gesture, but —without proper planning— it can quickly become a source of conflict and stress. 01 Jul

Leaving Property to Multiple Heirs: a Recipe for Family Conflict

Your art collection is more than financial value; it represents your taste, passion, and often your family's heritage. Without specialized planning, these assets can become liabilities. 01 Jul

Why Specialized Estate Planning is Essential for Your Art and Collectibles

Greed and Conflict Among Siblings in Inheritance Matters | Curated Content | Family Disputes | Estates Gone Wrong 30 Jun

Greed & Conflict Among Siblings in Inheritance Matters

Comprehensive resource provided by the American College of Trust and Estate Counsel (ACTEC) that offers guidance and information on various aspects of estate planning. Explore the library for expert trust & estate guidance... 28 Jun

Comprehensive Estate Planning Video Library: United States