Charitable Bequests: The Importance of Names 10 Jul

Charitable Bequests: “What’s in a Name?”

The OBBBA provides unprecedented permanence in estate and gift exemptions, presenting a well-defined planning window for high-net-worth families and fiduciaries. Strategic action now can preserve and protect multigenerational wealth when it matters most. 03 Jul

U.S. Tax Reforms: What High-Net-Worth Families Need to Know

Setting up a trust can cost anywhere from a few hundred dollars to several thousand, depending on factors like its complexity, legal assistance and administrative requirements. 03 Jul

How Much Does it Cost to Set Up a Trust?

24 Jun

Ontario Law: What is an Absolute Discretionary or a “Henson Trust”?

Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – regardless of their net worth. 23 Jun

Wealth Preservation: The Role of Trusts in Estate Planning

If you're having issues with a trustee, you may be asking, "What can I do if a trustee refuses to distribute my inheritance?" Read on to learn what your rights are under California law, what might be causing the delay, and what you can do about it. 19 Jun

Trustee Refusing to Distribute Your Inheritance: California Law

Lack of communication is a significant factor contributing to inheritance disputes, often leading to mistrust and misunderstandings among family members and beneficiaries. When executors or trustees fail to keep beneficiaries informed about the estate's administration, including asset valuation and distribution, it can fuel suspicion and lead to legal challenges.  18 Jun

Mistrust & Misunderstandings Lead to Costly Inheritance Disputes

How will your stored reproductive material be dealt with after your death? Will the material be disposed of, or does the material form part of your estate to be passed on to a selected beneficiary? 16 Jun

Reproductive Material in Estate Planning: Canada

Dueling Trustees Battle Over Jimmy Buffett’s $275 Million Estate 16 Jun

Dueling Trustees Battle Over Jimmy Buffett’s $275 Million Estate

The longstanding feud among the heirs of Sol Goldman’s vast New York real estate fortune has reignited. This is the latest chapter in a family conflict that dates back to the 1980s...  12 Jun

NYC Real Estate Dynasty Heirs Intensify Feud Over Property Empire

Planning for Your Long Term Care in Case of Incapacity | By taking these steps, you can plan for your future long-term care needs and ensure your wishes are respected if you become incapable of making decisions for yourself. 09 Jun

Planning for Your Long Term Care in Case of Incapacity

Can You Avoid Impending Capital Gain on Your Family Cottage? 05 Jun

Can You Avoid Impending Capital Gain on Your Family Cottage?