The 10-year rule for inherited IRAs means you have plenty of time to sort out what to do with your inheritance. Here's how the 10-year rule for inherited IRAs works... 29 Mar

Understanding The 10-Year Rule for Inherited IRAs

New laws enacted in 2025 may have a big impact on how much Social Security beneficiaries pay in taxes this season. Here’s what to think about when reporting that extra income to the IRS... 11 Feb

Increased Social Security Benefits & The Impact on Your Taxes

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

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events. 18 Nov

The Financial and Emotional Challenges of Major Life Changes

Whether driven by retirement, a desire for simplicity, or changing health needs, the act of downsizing is a profound life event. It requires a conscious and often difficult act of letting go, confronting the unspoken weight of what we choose to leave behind. 27 Oct

Downsizing Guide: Mastering The Difficult Act of Letting Go

An estate tax is levied on the deceased's estate, while an inheritance tax is paid by heirs subject to the tax (spouses are usually exempt). Over a dozen states currently impose estate or inheritance taxes. Find out where you’ll have to pay... 24 Oct

2025 Update: States with Scary Estate & Inheritance Taxes

Anyone with substantial assets and investments should talk to their children or heirs about their financial situation and seek advice to try and lessen their final tax bill... 26 Sep

Grieving Ontario Family Shocked By Parents’ Final Tax Bill

As Ontario’s population ages, protecting the health, dignity, and rights of older adults, especially those living in long-term care and retirement homes, has become a matter of urgent public concern. What Ontario’s Seniors and Caregivers Should Know About the Support for Seniors and Caregivers Act, 2025 29 Jul

Ontario’s Support for Seniors and Caregivers Act 2025

This guide explains—in plain language—how the Long‑Term Care Rate Reduction Program works and how it can help lower your monthly bill. 03 Jul

Reducing the Cost of Long-Term Care in Ontario

Comprehensive resource provided by the American College of Trust and Estate Counsel (ACTEC) that offers guidance and information on various aspects of estate planning. Explore the library for expert trust & estate guidance... 28 Jun

Comprehensive Estate Planning Video Library: United States

While both succession planning and estate planning involve planning for the future, they are distinct processes with different objectives. Succession planning is about the future of the business, while estate planning is about the future of the individual and their assets. 23 Jun

Preparing for the Future: Succession vs Estate Planning

5 Key Steps for Retirement and Estate Planning in 2025 28 Mar

5 Key Steps for Retirement and Estate Planning in 2025