If you are a trust beneficiary in California, the law stands behind you. You have specific, enforceable rights that a trustee cannot ignore, sidestep, or delay. If your trustee has treated you unfairly, here's what you need to know... 02 Apr

Your Rights as a Trust Beneficiary in California

Estate tax planning can significantly affect what you leave behind. Here are six ways to help minimize taxes on your estate... 01 Apr

Six Ways to Help Minimize Taxes on Your Estate in Canada

Iowa's inheritance tax is fully repealed, but pre-2025 estates still follow the old rules. Here's what beneficiaries and executors should know.... 01 Apr

Iowa State Inheritance Tax Fully Repealed: What You Should Know

The 10-year rule for inherited IRAs means you have plenty of time to sort out what to do with your inheritance. Here's how the 10-year rule for inherited IRAs works... 29 Mar

Understanding The 10-Year Rule for Inherited IRAs

Cross-border capacity and guardianship issues are becoming increasingly common as families, assets, and caregiving arrangements span jurisdictions. 27 Mar

Cross-Border Guardianship: Capacity Case Spans Jurisdictions

Even in provinces that allow holographic (handwritten) Wills, a do-it-yourself solution can pose a greater risk of costly disputes and delays. 25 Mar

Are Handwritten Wills Legally Valid Across Canada?

Estate planning becomes more complicated when assets, citizenship and tax rules extend beyond a single country. In this episode of Celebrity Estates, David Lenok speaks with Martin Behn about these challenges. 16 Mar

Celebrity Estates Podcast: Cross-Border Planning Lessons

Estate law remains deeply jurisdiction-specific. How the law will recognize family relationships can easily differ across provincial lines. If you intend for someone to benefit from your estate, that intention must be expressed clearly. 13 Mar

Jurisdiction Matters: What Makes You a ‘Child’ in an Estate?

With different countries enforcing varied intestacy rules, navigating these legal frameworks can be overwhelming... 10 Mar

Inheritance Law: How Different Countries Handle Intestate Estates

A recent decision of the Ontario Superior Court of Justice provides a stark reminder that unsuccessful litigants—particularly those who advance self-interested claims—may be ordered to pay millions of dollars in costs personally. 27 Feb

Ontario Beneficiary Held Personally Liable for Legal Costs

Assisted reproduction and freezing genetic material are increasingly common procedures. Having complete and updated estate documents can help avoid “pretty heartbreaking” outcomes for surviving spouses. 10 Feb

Planning Ahead: Fertility Choices & Your Estate Documents

It’s vital for every adult in Ontario to get their head around the fundamental distinction between a Power of Attorney and a Guardianship. These aren’t just two names for the same thing... 04 Feb

Power of Attorney vs Guardianship in Ontario: The Critical Difference