State inheritance laws vary more than you might expect — learn how they affect spousal rights, what happens without a will, and which states impose inheritance taxes. 04 Apr

Inheritance Laws Vary By State: Understanding Your Rights

A holographic will is a will written entirely in the the will-maker's own handwriting and signed by them, without any witnesses. About half of U.S. states recognize them as legally valid. The rest do not. 04 Apr

Which US States Recognize a Holographic Will as Legally Valid?

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

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

Inheritance Law: How Different Countries Handle Intestate Estates

One of the most common misconceptions in Canadian financial planning is that you can “leave it all to the kids” without the government taking a cut. 10 Mar

Strategies to Minimize Estate Taxes in Canada

Probate, the legal process of administering a deceased person’s estate, can range from a few months to several years, depending on various factors. Here’s a general overview of the steps and time frame involved in the probate process... 26 Feb

2026 Update: How Long Does Probate Take in The UK?

Failing to include cryptocurrency in your estate plan can create serious problems. This article explains how cryptocurrency fits into an estate plan, what tools are available, and how to protect your digital assets for the people you care about. 04 Feb

Why Cryptocurrency Estate Planning Is No Longer Optional

Learn more about the process of claiming class action settlements for a deceased person's estate, including qualification, documentation, and distribution among heirs. 24 Jan

Claiming Class Action Settlement Funds on Behalf of Deceased

When a beneficiary refuses to cooperate during estate administration, it can delay the entire process and create significant problems for everyone involved. 22 Jan

Uncooperative Beneficiaries: Impact on Estate Administration

Death and Taxes: In Canada, these two certainties collide in a particularly expensive way. Understand —and plan for— "deemed disposition"… before it's too late. 09 Dec

Understand & Plan For Deemed Disposition Before It’s Too Late

This podcast episode —"Probate and Inherited Mineral Rights: Requirements and Alternatives"— explores the often-confusing process of transferring mineral rights when someone passes away. 04 Dec

Unique Legacy Assets: Transferring & Inheriting Mineral Rights

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors.  02 Dec

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons