This article explains exactly what a letter of wishes is, why you need one, what to include, and how to write one that truly reflects your intentions. 04 Nov

How & Why To Write a Letter of Wishes: UK Guide

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

Unfortunately, disputes over Wills are on the rise in the UK... This reflects not only changing family structures but also shifting expectations around inheritance. 30 Oct

Family Dynamics & Inheritance: Managing Expectations

Several legitimate strategies exist for minimizing or avoiding capital gains tax on inherited property in Canada. Understanding these options helps preserve family wealth across generations. 29 Oct

Can You Avoid Capital Gains Tax on Inherited Property in Canada?

An estate tax is levied on the deceased's estate, while an inheritance tax is paid by heirs subject to the tax (spouses are usually exempt). Over a dozen states currently impose estate or inheritance taxes. Find out where you’ll have to pay... 24 Oct

2025 Update: States with Scary Estate & Inheritance Taxes

Trustees are legally obligated to act in the best interest of the beneficiaries. Aligning the trustee’s responsibilities with the best interests of the beneficiaries is a core principle of trust law. 21 Oct

Understanding the Basic Rights of Trust Beneficiaries

To determine whether the photocopy could be admitted, the Ontario Superior Court of Justice applied the "four-part legal test for admitting a lost will" and found that all four criteria were satisfied... 20 Oct

Ontario Court Ruling: Photocopy of Lost Will Deemed Admissible

This guide, by Ontario Wealth Strategy Experts, covers several strategies that can help manage potential tax exposure. Learn how Ontario's tax-on-death rules fit into your planning, and what steps you can take now to make sure your heirs keep more of what you've built. 15 Oct

Strategies for Managing Potential Tax Exposure in Ontario

Relocating to a new province or country can have significant legal implications for your estate plan. This article explores when and why you may need to update your will after a move, along with key considerations for cross-jurisdictional estate planning. 26 Sep

Can Moving Affect the Validity & Effectiveness of Your Will?

Digital assets pose unique challenges for Ontario estate planning, particularly when they are stored or governed outside the province. Conflicting laws, restrictive terms of service, and international privacy regulations can complicate access and delay administration. 25 Sep

Digital Assets: Unique Challenges & Jurisdictional Conflicts

Navigating international probate involves complex laws, tax issues, and cross-border estate challenges. Here is what families and heirs need to know... 23 Sep

Frequently Asked Questions About International Probate

As an executor, it is important to be aware that simply being in a position where your interests appear to conflict with those of the beneficiaries may be enough for a court to remove you as an executor. 08 Sep

Examples of Executor-Beneficiary Conflict of Interest