Dueling Trustees Battle Over Jimmy Buffett’s $275 Million Estate 16 Jun

Dueling Trustees Battle Over Jimmy Buffett’s $275 Million Estate

The longstanding feud among the heirs of Sol Goldman’s vast New York real estate fortune has reignited. This is the latest chapter in a family conflict that dates back to the 1980s...  12 Jun

NYC Real Estate Dynasty Heirs Intensify Feud Over Property Empire

Can You Avoid Impending Capital Gain on Your Family Cottage? 05 Jun

Can You Avoid Impending Capital Gain on Your Family Cottage?

A terminal illness diagnosis can be overwhelming, but addressing estate planning promptly can help bring peace of mind. By taking proactive steps, you can ensure your assets are distributed according to your wishes and that your healthcare needs are addressed. 03 Jun

Key Considerations for Estate Planning After a Diagnosis

In Canada, if you want your pet to be cared for when you’re no longer around, you need to include them in your estate plan. Here are five ways to include your pet in your estate plan... 03 Jun

Tips for Canadians: Estate Planning with Your Pets in Mind

Inheriting property can be a complex process, but with proper planning, it doesn’t have to be overwhelming. Taking proactive steps can prevent disputes and create a clear path for future generations. 22 May

Inheriting Property: What You Need to Know

The Legacy of Bob Ross: Lessons in Succession Planning 16 May

The Legacy of Bob Ross: Lessons in Succession Planning

Without a plan in place, assets like retirement savings, real estate, or other investments may need to be liquidated to cover the costs. This is why incorporating long-term care strategies into estate planning is essential. 08 May

Planning for Long-Term Care Costs without Draining Your Estate

Be prepared to be vulnerable. Start by acknowledging it's a challenging topic and ensure everyone is comfortable and open to the discussion. 07 May

How to Discuss Long-Term Care Planning with Your Family

Passing down real estate to loved ones gets more complex when the property lies across international borders. Unlike domestic transfers, international real estate transfers involve navigating different legal systems, tax obligations, and reporting requirements. Luckily, there are legal structures and tax strategies that can minimize the complications and ensure that your property passes smoothly to your heirs. 02 May

How to Pass Down Real Estate Across Borders Without Tax Nightmares

This cautionary tale serves as a reminder of how important it is to carefully plan, draft, and update your Will with the help of an experienced advisor. Doing so can prevent misunderstandings and disputes, and ensure that your wishes are truly fulfilled. 28 Apr

Will Interpretation: Alberta Court Decision Serves as Cautionary Tale

Discussing your estate plan with your family may feel uncomfortable, but avoiding the conversation can create unnecessary confusion and conflict. Clear communication prevents misunderstandings and ensures your loved ones understand your intentions. 24 Apr

How to Tactfully Discuss Your Estate Plan with Your Family