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

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

Although television and movies are entertaining with their conflicts and cliffhangers, your estate plan should not be as entertaining. 28 Oct

Probate & Trust Administration: Dramatic Misconceptions

04 Oct

Furry Heirs: The Rising Trend of Pet Trusts and Bequeathments

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 Clarity and Communication are Vital

Family in Legal Battle with Housekeeper over Richard Simmons' Estate 26 Sep

Richard Simmons’ Estate: Family in Legal Battle with Housekeeper

Murdoch Family Legal Battle Highlights a Harsh Reality: No Trust is Airtight | Family Disputes | Celebrity Estates | Estates Gone Wrong 23 Sep

Lessons from Murdoch Family Legal Battle: No Trust is Airtight

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

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

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?

Does the Court Have Jurisdiction to Terminate a Charitable Trust? The answer to the question is Yes. But the jurisdiction must be exercised sparingly and not indiscriminately. 14 Feb

Does the Court Have Jurisdiction to Terminate a Charitable Trust?

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

The Eight Events for When You Should Review your Estate Plan