From primary and contingent beneficiary designations to revocable and individual beneficiary designations... Understanding these designations is crucial in ensuring that your assets are distributed according to your wishes. 18 Jul

Understanding the Different Types of Beneficiary Designations

A holographic will is a handwritten and testator-signed document and is an alternative to a will produced by a lawyer. Being of sound mind is a crucial provision in determining the validity of a holographic will. Some states do not recognize holographic wills. 08 Jul

Holographic Will: Definition and State Requirements

There are several reasons that a will may prove invalid. It is important for testators to be aware of these pitfalls in order to avoid them. By understanding the factors that can invalidate your will, you can take proactive steps to safeguard your estate and provide peace of mind for those you leave behind. 27 Jun

Five Common Reasons a Will Might Be Declared Invalid

Canadians with U.S. Beneficiaries: Cross-border Estate Planning Tips 24 Jun

Canadians with U.S. Beneficiaries: Cross-border Estate Planning Tips

Sibling Living in Inherited Property: Refuses To Sell 01 Jun

Sibling Living in Inherited Property: Refuses To Sell

As we grow older and enter retirement, we face many LIFE-CHANGING decisions. We must consider long-term care, financial well-being, and, ultimately, our end-of-life planning. Fortunately, there are legislations in place to protect the rights and interests of older individuals. 31 May

Elder Care Law: A Comprehensive Guide for Families

Discussing your estate plan with difficult family members can feel daunting, but with patience, empathy, and a dash of humor, you can navigate the conversation effectively. By approaching it with kindness and understanding, you can ensure your wishes are clearly communicated and respected, keeping the family harmony intact—even if it means cracking a joke or two along the way. 27 May

How to Talk to Your Family about Your Fiduciary Choices

Long-Term Care Expenses Can Destroy Your Estate Plan | Elder Care Costs | Tax Implications | LTC Insurance | Estates Gone Wrong 23 May

Long-Term Care Expenses Can Destroy Your Estate Plan

Valuable Lessons from a Vague Law: The “Laughing Heir” Statute 10 May

Valuable Lessons from a Vague Law: The “Laughing Heir” Statute

Inheriting a House With Siblings: Not As Straightforward As It Seems | Property Pitfalls | Real Estate | Family Disputes | Estates Gone Wrong 17 Apr

Inheriting a House with Siblings: Not as Straightforward as it Seems

While you may be familiar with common terms such as a will, a trust or an executor, you may not be as certain about others. For quick reference, here’s a glossary of key terms you may come across when planning your estate: 11 Apr

A Glossary of Key Estate Planning Terms

Digital Estate Planning Guide: Get Your Assets in Order | Digital Distress | Online Accounts | Estate Planning | Estates Gone Wrong 15 Mar

Digital Estate Planning Guide: Get Your Assets in Order