High legal and ethical standards apply to estate executors and trustees. It is essential to understand your obligations... 27 Sep

Estate Executor “Self-Dealing” Assets: Conflict of Interest

Abusive Guardianships: Prevention & Taking Action 19 Sep

Abusive Guardianships: Prevention & Taking Action

No matter how little or how many assets you have, every person should go through the estate planning process. At a minimum, you should review and reassess your estate planning documents whenever these eight events occur... 18 Sep

Eight Big Events: When You Should Review Your Estate Plan

18 Sep

Estate Planning Strategies: 7 Common Uses for Trusts

Probate Nightmares: The Dangers of Properties Taken Out of Trust | Property Pitfalls | Real Estate | Estates Gone Wrong 30 May

Probate Nightmares: The Dangers of Properties Taken Out of Trust

Different Roles & Responsibilities: Trustee vs. Guardian vs. Executor 27 Apr

Roles & Responsibilities: Trustee vs. Guardian vs. Executor

Estate Planning: 6 Big Mistakes You Might Be Making | Curated Content | Common Mistakes | Estates Gone Wrong 23 Feb

Estate Planning: 6 Big Mistakes You Might Be Making

Whether you collect vintage, antique, or classic cars— it is crucial to have asset protection and estate planning in place to keep these treasured and iconic assets protected and in the family. 14 Feb

Estate Planning: Should You Keep Your Classic Cars in a Trust?

It’s hard to know how much of Barbara Hutton’s tragic life was caused by her early inheritance. But her story still can be useful to help spare children and grandchildren the irreversible damage caused by too much money at too early an age. 14 Feb

The Woolworth Misfortune: How Not To Provide For Heirs

A trust is a legal agreement between the person creating the trust, known as the settlor, and a trustee. The trustee is responsible for managing the trust's assets and distributing them according to the settlor's wishes. 14 Feb

Understanding Trusts: Estate Planning in Ontario

One way to plan financially for long-term care is to create a trust. It can be an incredibly useful tool to protect your assets if you become incapacitated and to shield your assets to qualify for certain long-term care benefits. 23 Jan

How to Use a Trust to Plan for Long-Term Care

Heirs to an iconic fortune sought out a wealth manager who would assuage their progressive consciences. Now their dispute is exposing dynastic secrets... 16 Jan

Getty Trust Issues: Dispute Exposed Family Secrets