Real-life family drama surrounding media mogul Rupert Murdoch offers valuable succession lessons for business owners... 03 Apr

Murdoch Family Drama Offers Valuable Succession Lessons

It is best to customize a will or trust to your specific situation. Sometimes you want more say in how or when your beneficiaries will acquire and use your assets. For this reason, several clauses are commonly included in wills or trusts... 02 Apr

Types of Clauses Commonly Included in Wills or Trusts

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

The infamous “shirtsleeves curse” is one that has occupied the mind of many a wealthy patriarch on a sleepless night. Affecting 90% of the wealthy, even America’s richest family couldn’t escape its clutches. 25 Mar

The Infamous “Shirtsleeves Curse”: a Case Study

Sudden wealth is often seen as a dream come true. But the reality is far more complex— What losing $14 Million taught estate planning attorney, Paul Deloughery, about sudden wealth and inheritance... 14 Mar

$14 Million Lesson: The Hidden Dangers of Sudden Wealth

As individuals approach the end of life, families often find themselves at the heart of crucial care decisions. It is essential for families to communicate openly, ensuring that all members feel supported and included in the decision-making process. 26 Feb

Understanding The Role of Family in End-Of-Life Care Decisions

Inheriting a Registered Pension Plan can offer significant financial support, but it also comes with complexities and potential tax challenges. This post explores how RPPs are handled after death and provides strategies for navigating the process. 24 Feb

Inheriting a Registered Pension Plan: What You Need to Know

Even the most well-meaning executors may encounter unforeseen difficulties during the estate administration process. Errors in estate administration can make an otherwise simple procedure more difficult. Learn more about these common mistakes and how to avoid them... 24 Feb

Estate Administration in Ontario: Avoiding Common Mistakes

Whether you are a nursing home resident, a family member, or a supportive friend, this guide gives you the tools you need to identify and then resolve the problems that residents most frequently face. 24 Feb

25 Common Nursing Home Problems and How to Resolve Them

If you plan to leave a highly valued collection to family members or other heirs, advanced tax planning is strongly recommended. These six steps will help you get started... 19 Feb

Avoid a Fire Sale: Don’t Let Taxes Catch Your Heirs by Surprise!

Michigan has its own unique set of rules when it comes to estate planning, and knowing these can help you safeguard your family’s future. 19 Feb

Easy Estate Planning Tips for Michigan Residents

Many Canadians dream of buying a property by the sea in Florida or a golf course in Arizona. But what happens at the time of death? Buying a property in the United States takes planning... 10 Feb

Canadian Will & U.S. Property: Avoiding Probate Takes Planning