Canadian professional advisors ought to be cautious when advising U.S. donors.  Although most charitable donations to Canadian charities are likely allowed as a deduction for U.S. tax purposes, it comes with some limitations; notably, the deduction is only applied for Canadian source income and only if the Canadian registered charity meets the U.S. requirements of a qualified charity. 15 Jul

Tax Benefit Limitations: Cross-Border Charitable Donation

Managing practical tasks while processing your own emotions creates a unique kind of stress that many executors are unprepared for. This guide offers strategies to help you navigate both journeys with more grace and less overwhelm. 15 Jul

Strategies for Executors: Managing Grief While Managing an Estate

When it comes to inheritance and estate planning, family heirlooms aren’t just objects— they’re emotional landmines... 14 Jul

Lessons from Legal Battles Over Family Heirlooms

Not all couples want to be married, but there are some legal benefits that come with a government-recognized union. Unmarried couples should consider the following 9 Estate Planning tips... 11 Jul

Estate Planning Tips for Unmarried Couples: United States

Planning for a family business's future is challenging. Keeping the company within the family and ensuring its success requires careful decision-making. Discover practical strategies for effective family business succession planning to ensure a smooth transition and lasting success. 10 Jul

A Guide to Family Business Succession Planning

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

What do these Inheritance Horror Stories have in common? Every single one of them could have been prevented with a simple conversation and some thoughtful legal planning. Let’s make sure your story doesn’t become someone else’s cautionary tale... 03 Jul

Legal Planning Lessons from Real-Life Inheritance Horror Stories

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?

Someone should start thinking about estate planning as soon as they start accumulating any form of wealth or they have financial responsibilities or obligations to another person. But it’s not a one-and-done discussion. 02 Jul

Ten Life Events that Should Make You Revisit Your Estate Plans

By following these steps, you can maximize your chances of a successful and profitable estate sale.  01 Jul

Resources: How to Plan a Successful Estate Sale

Leaving a cherished family home to your children might seem like a loving and generous gesture, but —without proper planning— it can quickly become a source of conflict and stress. 01 Jul

Leaving Property to Multiple Heirs: a Recipe for Family Conflict