Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully! The gifts and estate tax is a tax on any unilateral transfer from one person to another. Joint ownership does not eliminate taxes. 26 Dec

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully!

The evolution of digital estate planning laws reflects our increasingly online lives, where valuable and sentimental digital property requires the same careful legal consideration traditionally given to physical assets. State legislatures are working to bridge the gap between traditional estate planning and the unique challenges posed by digital inheritance. 25 Dec

Digital & Online Estate Planning Laws: State-by-State

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

Grief isn’t just about the initial loss. It’s also about the secondary losses that may go unnoticed but add to the impact of the initial loss. Wondering how you can help... what NOT to say or do? Find out how to help support someone in navigating the financial aspects of a loss… 24 Dec

Grief Support: Navigating The Financial Aspects of Loss

Inheriting Real Estate in Canada: What You Need to Know 20 Dec

Inheritance Tax & Cross-Border Rules: What Canadians Need to Know

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

Whether you are approaching retirement or on the receiving end of an inheritance, there are a few simple steps you and your family can take to ensure a smoother transition. This guide will help you navigate "The Great Wealth Transfer"... 10 Dec

Comprehensive Guide to “The Great Wealth Transfer”

Defusing Trust Disputes: A Guide to Conflict Resolution 06 Dec

Defusing Trust Disputes: A Guide to Conflict Resolution

Identifying the digital property you own and managing it is more necessary than ever. From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media to connect with friends. 06 Dec

Avoiding 4 Main Obstacles: Digital-Era Estate Planning

There’s no escaping taxes when settling an Estate. An executor/trustee is responsible for filing tax returns for both the deceased and the Estate itself. Here is a preliminary list of tax activities to consider throughout the settlement process... 04 Dec

Estate Settlement and Taxes: What You Need to Know

Trusts are an important tool for estate planning. They broadly fall into two categories: revocable and irrevocable trusts. But what is the difference and which is right for you? 28 Nov

Revocable and Irrevocable Trusts: Key Differences Explained