Couples may have many reasons for not getting married, but when a common law partner dies without a will, the living partner is left legally vulnerable. Here’s what you need to know... 16 Feb

Legally Vulnerable: Estate Complications for Common Law Couples 

One way to plan financially for long-term care is to create a trust. It can be an incredibly useful tool to protect your assets if you become incapacitated and to shield your assets to qualify for certain long-term care benefits. 23 Jan

How to Use a Trust to Plan for Long-Term Care

If Hendrix had even done a simple will that properly spelled out his wishes, a large amount of the litigation would have been avoided and it would have ensured that his wishes were followed. 18 Jan

The Estate of Jimi Hendrix: Decades of Drama & Costly Litigation

Heirs to an iconic fortune sought out a wealth manager who would assuage their progressive consciences. Now their dispute is exposing dynastic secrets... 16 Jan

Getty Trust Issues: Dispute Exposed Family Secrets

17 Nov

Estate Planning Should Not Wait: Lessons from “Howards End”

This guide is intended to define certain terminology and explain structural concepts within an estate plan that may pop up during your own research or when talking with your estate planning attorney. 16 Nov

Estate Planning 101: A Terminology Guide

When a Charitable Bequest in a Will Goes Wrong | Curated Content | Charitable Bequests | Estates Gone Wrong 01 Nov

When a Charitable Bequest in a Will Goes Wrong

In most cases, testators cannot rule from the grave. If you leave certain assets or gifts for certain individuals, you cannot unduly restrict their use of them. 02 Sep

Ruling From the Grave: Are Conditional Bequests Valid?

Family Cottage Succession: a Dream or a Nightmare? No matter how much you may intend to keep the property in the family, you should plan for the almost certain inevitability that at some point it will be sold. 05 Aug

Shared Ownership in The Family Cottage: a Dream or a Nightmare?

When it’s time to do your estate planning – and it’s actually never too soon to begin – you may find the process, at first, to be somewhat bewildering. Using a trust company can make things a lot easier when it’s time to plan and execute your estate. 06 Jul

Who Can You Trust to Help Reduce the Stress of Estate Planning?

Five Famous Families Undermined by Sibling Conflict | Curated Content | Family Disputes | Estates Gone Wrong 29 Jun

Five Famous Families Undermined by Sibling Conflict

By approaching estate planning with openness and involving your family in the conversation, you create a legacy of love, respect, and financial security that extends beyond your lifetime. 20 Jun

What & When Should You Tell Your Children About Their Inheritance?