If you’re considering a family settlement agreement, consulting a probate attorney can ensure the process is handled correctly and fairly. With the right guidance, your family can achieve a resolution that honors the deceased’s wishes while promoting harmony among heirs. 09 Nov

Estate Dispute Resolution: What is a Family Settlement Agreement?

A will can be used to provide certain types of conditional gifts in Massachusetts. With that being said, it is generally not the best option for doing so. Trusts are generally far better Estate Planning tools for this purpose... 08 Nov

Massachusetts: Can You Leave Conditional Gifts in Your Will?

In the rapidly evolving digital era, businesses are compelled to rethink traditional practices, particularly in the realm of succession planning. 04 Nov

Strategic Approaches to Business Succession in The Digital Age

Leaving a legacy gift is a meaningful way to support causes you care about while also enjoying potential tax benefits. Choose the method that best aligns with your estate planning objectives. Here’s a guide to help you explore your options... 01 Nov

Planned Giving in Your Will: A Guide to Charitable Legacy Gifts

Like most things involving blended families, estate planning can be challenging. With children from past relationships or a new marriage, you need to plan carefully to take care of everyone. 31 Oct

Why Estate Planning is More Challenging for Blended Families

For family-owned businesses, succession planning is especially important, as the business often represents both a significant financial asset and a key part of the family’s identity and legacy. 17 Oct

Essential Estate Planning for Family-Owned Businesses

In the glittering world of high fashion, few names shine as brightly as Gucci. But behind the glamorous facade lies a tale of family betrayal, mismanagement, and a spectacular succession failure that nearly destroyed one of the world's most iconic luxury brands. 17 Oct

Family Business Succession Lessons from The House of Gucci

You’ve worked too hard to let the division of your business assets become a source of pain and conflict for your family. Don’t wait until it’s too late to create a plan that protects your family’s unity and your business’s future. 03 Oct

Don’t Let Your Business Tear Your Family Apart

Estate Planning Priorities for Canadian Business Owners 01 Oct

Estate Planning Priorities for Canadian Business Owners

My mom, 65, inherited $450K when my dad died — but now she’s hooked on slots and burning through the cash. How can I protect our family’s assets before it’s too late? 27 Sep

My Mom Inherited $450k: Now She’s ‘Hooked on Slots’

High-profile estate disputes can offer invaluable lessons in effective estate planning. One prominent case is that of oil tycoon J. Howard Marshall II and his brief marriage to Anna Nicole Smith. 23 Sep

Estate Planning Lessons from J. Howard Marshall II’s Case

As the legal representative—whether you’re the executor, administrator, or trustee—you are responsible for making sure this process is completed properly. This guide will walk you through, step-by-step, how to prepare the final tax return for someone who was a tax resident of Canada. 20 Sep

Filing a Final Tax Return in Canada: a Step-by-Step Guide