If you are a trust beneficiary in California, the law stands behind you. You have specific, enforceable rights that a trustee cannot ignore, sidestep, or delay. If your trustee has treated you unfairly, here's what you need to know... 02 Apr

Your Rights as a Trust Beneficiary in California

Without the right legal documents, even your closest family member can’t access your accounts, talk to your doctors or make decisions on your behalf. Here are the five “Must-Have Documents” that protect your independence. 28 Mar

Estate Planning Documents Suze Orman Says Single Women Need

An unusual court fight that's been playing out in Pennsylvania for over a year has pitted more than a dozen schools against the family of the late Campbell’s Soup heiress, Dodo Hamilton, who provided more than half of the UArts endowment. Her heirs are now seeking to claw it back. 09 Mar

Campbell’s Soup Heirs vs Colleges: Court Battle Over Endowment

This guide explains how Canada taxes estates at death, what executors and beneficiaries need to know, and why professional advice is critical. 17 Feb

Estate and Inheritance Taxes in Canada: Complete Guide

Failing to include cryptocurrency in your estate plan can create serious problems. This article explains how cryptocurrency fits into an estate plan, what tools are available, and how to protect your digital assets for the people you care about. 04 Feb

Why Cryptocurrency Estate Planning Is No Longer Optional

This article explains the legal framework for inheritances for minors in Ontario. It covers management options, practical considerations, and key steps for protecting a minor beneficiary's interests... 08 Jan

Understanding & Managing Inheritance for Minors in Ontario

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?

This podcast episode —"Probate and Inherited Mineral Rights: Requirements and Alternatives"— explores the often-confusing process of transferring mineral rights when someone passes away. 04 Dec

Unique Legacy Assets: Transferring & Inheriting Mineral Rights

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

05 Nov

Understanding the Rights of Beneficiaries in Estate Litigation

Actress Diane Keaton left behind not just a remarkable legacy but an important reminder about estate planning for our pets. 04 Nov

Pet Trusts: What We Can Learn from Diane Keaton’s Estate

Trustees are legally obligated to act in the best interest of the beneficiaries. Aligning the trustee’s responsibilities with the best interests of the beneficiaries is a core principle of trust law. 21 Oct

Understanding the Basic Rights of Trust Beneficiaries