Trusts are an important tool for estate planning. They broadly fall into two categories: revocable and irrevocable trusts. But what is the difference and which is right for you? 28 Nov

Revocable and Irrevocable Trusts: Key Differences Explained

26 Nov

Digital Asset Controversy Outrages Online Gamers

Estate planning for an irresponsible child is a lot of work. Fortunately, estate planners may exert influence over how heirs spend their inheritances. Keep reading to find out the best ways to protect an irresponsible child’s financial future... 19 Nov

Strategies: Estate Planning for Irresponsible Children

From tax laws to tax liabilities, there are so many things to consider. Goals include protecting inheritances for heirs, minimizing estate taxes, avoiding the probate process, and appointing the right trustee. But how do you navigate this complex process? 17 Nov

High-Net-Worth Estate Planning: Quick Guide

Sudden Wealth Syndrome is a psychological condition that affects individuals who come into large amounts of money unexpectedly. Whether through an inheritance, lottery win, or investing, the sudden influx of wealth can be overwhelming... 14 Nov

Understanding Sudden Wealth Syndrome: Risks & Safeguards

If an account holder passes away or loses capacity, their legal representatives may not be able to access their digital assets held by a virtual custodian. Alberta Law Reform Institute recommends authorizing fiduciaries to access digital assets through new legislation. 13 Nov

Authorizing Fiduciaries to Access Digital Assets

Careful use of wills, trusts, or both can ensure that assets and possessions are distributed as intended. Making an estate plan a priority can save time, money, and help loved ones avoid potential financial hardship and conflicts. 13 Nov

Wills Versus Trusts: Definitions & Key Differences

The Inheritance Games offers a thrilling exploration of estate planning through the lens of a captivating mystery. By learning from the fictional world of Avery Grambs, we can gain valuable insights into the importance of a well-created estate plan. 05 Nov

Estate Planning Lessons from “The Inheritance Games”

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

Avoid Estate Administration Surprises. Performing a title search on your property as part of your estate plan could save your heirs both money and hassle.  26 Oct

Avoid Estate Administration Surprises: Perform a Title Search

Court Upholds Validity Of Wills Despite Claims Of Undue Influence | Recent ruling: The importance of assessing claims of undue influence within the context of deceased's broader relationships and intentions 18 Oct

Court Upholds Validity of Wills Despite Claims of Undue Influence

Effective communication with your family and loved ones is vital... The consequences of ambiguity or misalignment between intent and execution can be significant, potentially leading to legal battles that deplete trust resources and damage family relationships. 30 Sep

Estate Planning Case Proves Communication is Vital