Undue influence is not mere persuasion or advice. It requires coercive elements that override the testator’s free will. Courts look for a combination of susceptibility, opportunity, and improper pressure that causes the vulnerable person to act contrary to their true wishes. 27 Nov

Proving or Disproving “Undue Influence” in Court

Several legitimate strategies exist for minimizing or avoiding capital gains tax on inherited property in Canada. Understanding these options helps preserve family wealth across generations. 29 Oct

Can You Avoid Capital Gains Tax on Inherited Property in Canada?

Texas doesn’t tax your estate or your inheritance—but the federal government might. And if you own property in other states, you may still be affected by their rules. Let’s break down how smart planning can protect your legacy. 27 Oct

Does Texas Have an Estate or Inheritance Tax?

Preparedness is key. With clear instructions and all assets accounted for, the transfer itself can be smooth, allowing loved ones to focus on grieving and honoring your memory. Here's what you should do now to best position your heirs for success. 26 Oct

How To Guide Your Heirs Through The Great Wealth Transfer

A successful dependant support application requires clear, detailed and credible evidence. This article explores these requirements, highlighting key principles from recent case law. 15 Oct

Burden of Proof: Building a Strong Dependant Support Claim

This guide, by Ontario Wealth Strategy Experts, covers several strategies that can help manage potential tax exposure. Learn how Ontario's tax-on-death rules fit into your planning, and what steps you can take now to make sure your heirs keep more of what you've built. 15 Oct

Strategies for Managing Potential Tax Exposure in Ontario

Since most farmers are, on average, 56 years of age, many family farms are expected to transition within the next decade. Farm succession requires an approach that considers the tax implications, the farming operations and the family’s wishes. 14 Oct

The Time to Discuss The Future of The Family Farm is Now!

While Canada’s tax system doesn’t impose a traditional inheritance tax, estate taxes through capital gains, final income returns, and probate fees can still shrink inheritances dramatically. By leveraging these strategies, you can pass down more of your hard-earned wealth. 09 Oct

Tax-Smart Inheritance Strategies for Canadians

Talking about money is never easy, especially when it involves inheritance, and in many wealthy families, conversations about who gets what, when, and why can feel uncomfortable. Learn how to have constructive talks regarding wealth, values, legacy. 06 Oct

Family Wealth Conversations: Strategies That Work

Oil, mineral, and timber rights are legal interests that give the owner the ability to extract, harvest, or receive revenue from natural resources on or under land. These rights are assets that require explicit transfer instructions to ensure heirs receive intended economic benefits. 30 Sep

Transfer Strategies for Oil, Mineral, and Timber Rights

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

The UK is tackling its long-term care crisis through increased funding, leveraging technology, strengthening the social care workforce, and supporting informal carers. 22 Sep

How is the UK Tackling its Long-Term Care Crisis?