The legal dispute between Danny Bennett, the eldest son of Tony Bennett, and his sisters, Antonia and Johanna Bennett, has intensified in court. 16 Jan

Tony Bennett’s Kids in Legal Battle: Estate & Trust Dispute

When serving in the executor role, you may find that the deceased created trusts during his/her lifetime or even through their will. Curious about your role as an executor vs. the role of the trustee? Understand the similarities and differences... 14 Jan

Executor vs Trustee: What’s the Difference? Who has More Power?

Second Marriages: Potential Conflicts & the Impact on Your Estate Plan 10 Jan

Second Marriage? Update Your Estate Plan to Avoid Potential Conflicts!

This article explores how the new tax laws in 2025 could affect your estate plan, the potential impact on estate tax exemptions, gifting strategies, trust structures, and capital gains taxes, and what actions you should take to protect your estate. 09 Jan

How New Tax Laws Could Affect Your Estate Plan: 2025

A charitable legacy can be an integral part of estate planning, providing a meaningful way to support community initiatives, educational institutions, medical research, or other important causes. The process involves allocating a portion of your estate to benefit causes or organizations you care about, but how is this done? 09 Jan

How To Leave a Charitable Legacy through Your Estate Plan

Generational wealth erosion is a common phenomenon where inherited wealth diminishes over time, often within a few generations. Several factors contribute to the dissipation of inherited wealth... 08 Jan

Generational Erosion of Inherited Wealth: Why Does it Happen?

An inter vivos transfer of property is the transfer of ownership of an asset from one living person to another during their lifetime, without the need for a will. 07 Jan

Inter Vivos Transfer of Property: Key Characteristics & Criteria

06 Jan

Create a More Effective Estate Plan: Tips & Best Practices

Estate Planning for Adults with Special Needs 06 Jan

Creating a Trust: Estate Planning for Adults with Special Needs

Trustee vs. Executor: Understanding the Difference and Why You Need Both | If you’re like most people, you’ll need both— the executor to oversee the execution of your will and a trustee to manage and administer your trust. 25 Dec

Trustee vs. Executor: What is The Difference & Why You Need Both

How do you approach estate planning if your property is divided between Florida and another country? Don’t assume Florida and Canada have the same laws! Consider putting your Florida property into a Trust... 18 Dec

Florida Estate Planning for Canadian Snowbirds

Inside Billionaire Rupert Murdoch’s Family Trust Battle 13 Dec

Inside Billionaire Rupert Murdoch’s Family Trust Battle