High-profile estate disputes can offer invaluable lessons in effective estate planning. One prominent case is that of oil tycoon J. Howard Marshall II and his brief marriage to Anna Nicole Smith. 23 Sep

Estate Planning Lessons from J. Howard Marshall II’s Case

Whether it’s rare stamps, vintage cars, or limited-edition action figures... when it comes to passing these treasures on to your heirs, collectibles present several unique challenges in estate planning. 23 Sep

An Inheritance Lawyer’s Guide to Estate Planning for Collectibles

James Gandolfini’s estate planning missteps cost $30M. The oversight in Gandolfini’s plan serves as a reminder of the risks involved in relying solely on a will— no matter how straightforward the intent. 20 Sep

Estate Planning Lessons from James Gandolfini’s $70 Million Estate

Transferring Property Title to a Trustee: Step-by-Step Guide 13 Sep

Transferring Property Title to a Trustee: Step-by-Step Guide

We serve individuals, families and businesses in the Brussels area. Safeguard your assets through estate planning and insurance analysis: please contact us if you have any questions about Estate Planning... 10 Sep

Sholdice Financial Services | Estate Planning | Brussels Ontario

Loucks & Loucks LLP – Barristers & Solicitors – Powers of Attorney, Wills, Trusts, Estates & Estate Planning – Chesley, Ontario, Canada 10 Sep

Loucks & Loucks | Barristers & Solicitors | Chesley Ontario

If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business. In addition, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation. 03 Sep

Business Succession & Estate Planning Should Be Inseparable

How to Build an Exceptional Estate Plan 10 Aug

Resources: How to Build an Exceptional Estate Plan

Leaving behind a thoughtful estate plan that you’ve discussed beforehand with your loved ones will ensure that they won’t be burdened with unnecessary stress during an already difficult time. Here’s what you need to know about planning ahead in Ontario. 11 Jul

Complete Guide to Planning Your Estate: Ontario

Are you worried that your heirs will foolishly spend their inheritance or lose it to creditors? You may want to consider establishing a “spendthrift” trust. 21 Jun

Frequently Asked Questions: What is a ‘Spendthrift Trust’?

Securing the future of a child demands careful planning and thoughtful consideration, especially if they have developmental disabilities that require them to receive lifelong support from loved ones. 26 Apr

Estate Planning for Child with Special Needs: Mistakes to Avoid!

Removing an Estate Trustee: How Bad is Bad Enough? | Family Disputes | Court Rulings | Ontario | Estates Gone Wrong 10 Apr

Removing an Estate Trustee: How Bad is Bad Enough?