What is a Trust and Estate Planning Practitioner (TEP)? 22 Jul

What is a Trust and Estate Planning Practitioner (TEP)?

Understand the critical differences between estate tax and inheritance tax. This guide explores both tax types, their crucial distinctions, and strategic planning approaches to potentially minimize their impact, helping you preserve more of your legacy for loved ones rather than tax authorities. 22 Jul

Inheritance Tax vs. Estate Tax: What’s the Difference?

In a compelling High Court decision that has stirred conversations across both the legal and familial landscapes, a £14.5 million trust dispute between two brothers has culminated in a judgment that emphasizes intention over biology. 21 Jul

Landmark Case Ruling in £14.5m Trust Dispute

Leona Helmsley’s decision to leave her dog, Trouble, $12 million drew legal challenges, media scrutiny, and lasting debate about her legacy. 19 Jul

Leona Helmsley: The Woman Who Made Her Dog a Millionaire

Revocable living trusts are just one part of the estate planning toolkit. Explore how they work, where they may add value, and what to consider if you're evaluating whether this strategy fits into your broader plan. 09 Jul

When to Support Your Estate Plan with a Revocable Living Trust

The OBBBA provides unprecedented permanence in estate and gift exemptions, presenting a well-defined planning window for high-net-worth families and fiduciaries. Strategic action now can preserve and protect multigenerational wealth when it matters most. 03 Jul

U.S. Tax Reforms: What High-Net-Worth Families Need to Know

Setting up a trust can cost anywhere from a few hundred dollars to several thousand, depending on factors like its complexity, legal assistance and administrative requirements. 03 Jul

How Much Does it Cost to Set Up a Trust?

Glastonbury Founder Could Avoid £80m in Inheritance Tax 30 Jun

Glastonbury Founder Could Avoid £80m in Inheritance Tax

End-of-Life Planning vs Estate Planning: What's the Difference? 27 Jun

End-of-Life Planning vs. Estate Planning: What’s the Difference?

For families with a loved one receiving disability assistance, an inheritance can have unintended and damaging consequences. A well-intentioned gift can disrupt eligibility for essential government benefits, often outweighing any short-term financial gain. 25 Jun

Cautionary Tale: Estate Planning for a Loved One With a Disability

24 Jun

Ontario Law: What is an Absolute Discretionary or a “Henson Trust”?

Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – regardless of their net worth. 23 Jun

Wealth Preservation: The Role of Trusts in Estate Planning