If you're inheriting assets, understanding inheritance tax is crucial to avoid unexpected tax bills. This article details everything you need to know—what it is, which states have it, and how you can minimize its impact. 23 Apr

Understanding & Minimizing State Inheritance Tax Obligations

14 Unexpected Ways a Surprise Inheritance Can Complicate Your Life | Here's how to prepare yourself financially if you get an unexpected inheritance so you avoid costly missteps... 20 Apr

Surprise! An Inheritance Can Complicate Your Life

If you are considering adding someone to the title of your home for estate planning purposes, it is essential to seek professional guidance in order to mitigate the risks of doing so... 16 Apr

How Using Joint Tenancy as an Estate Planning Tool Can Go Wrong

Tori Spelling, daughter of TV producer Aaron Spelling, received an inheritance of $800,000 from his $500 million estate, not the substantial sum some might have expected.  08 Apr

Aaron Spelling: Reasons Behind the ‘Unequal’ Estate Distribution?

Early inheritance is an increasingly popular route towards homeownership: a way for Canadian families to support younger generations... 27 Mar

Early Inheritance is Trending: Canada’s ‘Living Legacy’ Movement

Recent court ruling underscores a fundamental lesson for charities involved in property or trust matters: clear, formal documentation is essential. Without a properly executed declaration of trust, even well-intentioned trust arrangements can fall short in court. 27 Mar

The Case of The Property Trust: a Cautionary Tale for Charities

Most individuals consider purely domestic estate matters to be complex and challenging.  Add another country into the equation and the legal complexity quickly multiplies. 19 Mar

Navigating Cross-Border & Multijurisdictional Estate Matters

There can be sentimental reasons to keep inherited real estate, but —unless you plan to use the property personally— you should ask yourself: would you buy that real estate with an equivalent amount of cash? 17 Mar

Inheriting Real Estate: Ask Yourself “Would You Buy it?”

Inheriting property can be a blessing, but it may also bring challenges, particularly if disputes arise among heirs or co-owners. Understanding the legal and practical steps to manage these disputes is crucial for protecting your interests and resolving conflicts. 19 Feb

Inherited Property Disputes: Common Causes & Steps to Resolve

Canadian Inheritance Tax on Property: What You Should Know | Property Pitfalls | Real Estate | Capital Gains Tax | Estates Gone Wrong 16 Feb

Canadian Inheritance Tax on Property: What You Should Know

Losing a loved one is hard enough, but selling their home can bring up even more emotions. Selling a loved one’s home is never easy, but with the right support, you can move forward with care and confidence. 12 Feb

Navigating the Emotional Toll of Selling Your Late Loved One’s Home

Millions of US boomers are refusing to give their $84 trillion in real estate, wealth away to their adult kids — here’s why and what it means for the US economy 12 Feb

US Boomers Reassessing Priorities: Impact on Future Homeownership