Before you set up a living trust, make sure you’re positive that it’s the right tool for your particular situation. Learn more in this step-by-step guide to setting up a living trust in Canada… 18 Jun

How Do I Set Up a Living (Inter Vivos) Trust in Canada?

A holographic will is a will written entirely in the the will-maker's own handwriting and signed by them, without any witnesses. About half of U.S. states recognize them as legally valid. The rest do not. 04 Apr

Which US States Recognize a Holographic Will as Legally Valid?

Estate law remains deeply jurisdiction-specific. How the law will recognize family relationships can easily differ across provincial lines. If you intend for someone to benefit from your estate, that intention must be expressed clearly. 13 Mar

Jurisdiction Matters: What Makes You a ‘Child’ in an Estate?

Dealing with the GSTT can be complex and confusing. With proper planning, the GST exemption provides opportunities to reduce or potentially eliminate the transfer taxes associated with gifting or passing money to younger generations. 12 Mar

Understanding The Generation-Skipping Transfer Tax (GSTT)

For many couples, mirror wills offer a straightforward way to express shared wishes and provide for each other, but understanding whether they’re the right choice for your family requires more than just a simple yes or no. 23 Feb

Mirror Wills: A Complete Guide for Couples in The UK

It’s vital for every adult in Ontario to get their head around the fundamental distinction between a Power of Attorney and a Guardianship. These aren’t just two names for the same thing... 04 Feb

Power of Attorney vs Guardianship in Ontario: The Critical Difference

In estate planning, people often seek strategies to safeguard their wealth. One such approach is the “Estate Freeze”. This strategy effectively locks in the current value of an estate, minimizes tax implications, and ensures a seamless transfer of assets. 28 Jan

Strategies to Safeguard Wealth: “Estate Freeze” Explained

Confused about the terms “mirror Wills” and “mutual Wills”? They are very different concepts... This article aims to explain the basic difference between them as well as the pros and cons of each. 29 Dec

Mirror Wills vs Mutual Wills: What is The Difference?

Trust distributions fall into two categories, and the difference is significant. Mandatory distributions versus discretionary distributions: the difference the trust document makes... 10 Nov

Trust Distributions: Mandatory vs Discretionary

This article explains exactly what a letter of wishes is, why you need one, what to include, and how to write one that truly reflects your intentions. 04 Nov

How & Why To Write a Letter of Wishes: UK Guide

A multijurisdictional approach uses one document, whereas a cross-jurisdictional approach uses multiple, separate documents. Both require specialized legal advice to navigate differences in foreign laws, such as forced heirship rules, and to ensure wishes are carried out effectively.  03 Nov

Multi-Jurisdictional vs Cross-Jurisdictional Estate Planning

In a perfect world, trustees would never abuse their position for personal gain, but it is an unfortunately an all-too-common occurrence. Learn more in this "Ultimate Guide to Trustee Malfeasance"... 23 Oct

Ultimate Guide to Understanding “Trustee Malfeasance”