Understand the critical differences between estate tax and inheritance tax. This guide explores both tax types, their crucial distinctions, and strategic planning approaches to potentially minimize their impact, helping you preserve more of your legacy for loved ones rather than tax authorities. 22 Jul

Inheritance Tax vs. Estate Tax: What’s the Difference?

In a compelling High Court decision that has stirred conversations across both the legal and familial landscapes, a £14.5 million trust dispute between two brothers has culminated in a judgment that emphasizes intention over biology. 21 Jul

Landmark Case Ruling in £14.5m Trust Dispute

Here’s a list of Frequently Asked Questions (FAQ) that BAO staff regularly receive in phone calls and emails. Have a question we haven’t answered here? Please ask your question by email... 21 Jul

Bereavement Authority of Ontario: Answers to FAQs for Families

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

Acting as an Estate Trustee can be challenging. It is important to appoint an individual who is responsible and reliable to fulfil this role as they have a fiduciary responsibility to the beneficiaries. 18 Jul

What is an Estate Trustee? What are their Responsibilities?

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

Estate Planning and Succession Planning— What exactly are the differences between the two? And which one do you need to plan for a secure future for your loved ones? 04 Jul

Estate Planning vs. Succession Planning