What happens when the domestic tax rules of two different countries look at the same person and both conclude that the individual is a tax resident? 12 May

Navigating Dual-Residency: Canada’s Tax Treaty Tie-Breakers

Ontario’s approach is deliberately cautious. A posthumously conceived child is entitled to inherit only if all statutory requirements are satisfied. 08 May

Posthumous Conception and Inheritance in Ontario

This "Estate Planning Documents Checklist" covers what your estate plan should include, and how to find out what you need in your state.  05 May

Estate Planning Documents Checklist: State-by-State

Only 6 US states currently impose an inheritance tax: Iowa, Kentucky, Maryland, Nebraska, New Jersey, and Pennsylvania. This "State Inheritance Tax Guide 2026" provides rate tables and answers to frequently asked questions. 01 May

Which US States Still Impose an Inheritance Tax in 2026?

For individuals with cross-border estates, careful planning is essential. For Canadians with connections to European Union member states, this area of law has grown considerably more important... 27 Apr

Canadians with European Assets: Whose Law Governs?

Most families don't have these conversations until it's too late. Not because they don't care. But because there's never a clear moment to bring it up... 24 Apr

Thoughtful Questions To Ask Your Aging Parents

Agricultural Property Relief continues to play an important role in succession planning for UK farmers and landowners, but the rules are changing. This guide explains how it works, following the reforms confirmed by HMRC. 24 Apr

UK Inheritance Tax: Agricultural Property Relief Rules & Reforms

If you think the executor or administrator of a decedent’s estate is mismanaging the assets within it, it’s easy to feel powerless. However, when you know what steps to take, you may be able to hold the executor accountable while preventing further loss. 22 Apr

Executor Mismanaging Estate: What Beneficiaries Should Do

If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes. Take the time to meet with a tax and estate planning professional to ensure your gift and estate plans are well thought out and properly implemented. 17 Apr

Lifetime Gifting Strategies: Ways to Give Assets Tax-Free

When someone manipulates a vulnerable person into changing their estate plan, affected family members may challenge the documents based on undue influence. 15 Apr

Undue Influence: Proving Someone Manipulated an Estate Plan

Estate theft is a serious allegation that can have lasting consequences. Whether you’re pursuing a claim or defending against one, taking the right legal steps is critical in safeguarding the interests of the estate as well as your own.   14 Apr

What to Do if You Suspect —or Have Been Accused of— Estate Theft

Have you considered how your treasured collectibles can support your lifestyle and enrich your legacy? Treating these assets as an active part of your planning opens new doors for flexibility, peace of mind, and meaningful generational transitions. 14 Apr

Integrating Collectibles into Lifestyle and Legacy Planning