This guide is intended to define certain terminology and explain structural concepts within an estate plan that may pop up during your own research or when talking with your estate planning attorney. 16 Nov

Estate Planning 101: A Terminology Guide

A family trust allows individuals to create and preserve a financial legacy while at the same time protecting their assets for their family. Let’s take a closer look at the key tax benefits and issues associated with family trusts. 12 Oct

Using Family Trusts for Tax and Estate Planning

Daughters of late Hollywood legend Paul Newman filed a lawsuit against the Newman's Own Foundation (NOF), claiming their father's legacy is "under assault" by the "very organization he founded in an effort to preserve and expand that legacy." 23 Aug

Paul Newman’s Daughters Claim Father’s Legacy is ‘Under Assault’

When it’s time to do your estate planning – and it’s actually never too soon to begin – you may find the process, at first, to be somewhat bewildering. Using a trust company can make things a lot easier when it’s time to plan and execute your estate. 06 Jul

Who Can You Trust to Help Reduce the Stress of Estate Planning?

A Letter of Wishes is an important document and we would usually recommend writing one when setting up a trust or writing a Will which contains trust provisions. They should be updated when circumstances change and reviewed on a regular basis. 25 Feb

Letter of Wishes: What You Need to Know

Inside The Bitter Family Feuds of America’s Richest Billionaire Clans 17 Dec

Inside The Bitter Feuds of America’s Richest Families

Disney is one of the biggest media companies in the world, with an estimated net worth of nearly $130 billion. From a family-trust-fund feud to generous philanthropic endeavors, here's a look at the three generations of the Disney family. 11 Feb

Disney Family Feud as Heirs Battle for $400 Million Trust Fund

Battles over Marilyn Monroe's estate shed light on the challenges of protecting intellectual property rights posthumously. Disputes emerged over the ownership and commercial use of her image and likeness.  21 Nov

Marilyn Monroe’s Estate Continues to Make People Rich… But Who???

The members of one of Canada’s wealthiest dynasties are now openly accusing each other of reckless spending, incompetent leadership and outright fraud... in a web of litigation so complex it could keep them bound up in court for years to come. 17 Jun

Stronach Family Trust Dispute: Inside the $500-Million Feud

Gore-Tex Heiress, Susan Gore, has been denied the right to adopt her 65-year-old ex-husband as a means to boost her family's inheritance fortune. 21 Mar

Court Ruling: Heiress Cannot Adopt Ex-Husband for Inheritance

A blessing and a curse... Soon after coming into my windfall, I was bombarded with people who were only interested in my money. Acquaintances were constantly throwing investment pitches my way, and friends expected me to foot the bill. 10 Jan

What Blowing a $250k Inheritance Taught Me

The U.S. Supreme Court’s Most Important Decision Affecting the Law of Trusts & Estates Was Decided a Very Long Time Ago 31 Oct

U.S. Supreme Court Decision Altered Trust & Estate Law