Understanding the common mistakes that lead to in-family lawsuits can help you craft an estate plan that truly safeguards your legacy while minimizing conflict. Here are five mistakes that often cause families to end up in court. 22 Aug

Five Estate Planning Mistakes That Trigger In-Family Lawsuits

Receiving an inheritance can be exciting, but there are tax implications when you inherit money or property. Here's what you need to know about inheritance tax and what you can do to minimize your tax burden. 22 Aug

What Can You Do To Protect Your Inheritance From Taxes?

This guide breaks down what you need to know about estate tax rules in California, dispels common myths and outlines advanced strategies that can help you take advantage of current laws while planning confidently for the future. 21 Aug

Estate Tax Planning Strategies for California Residents

Hulk Hogan’s daughter can’t write herself out of the wrestler’s will, but she can refuse to take his money. The questions arising over who will inherit Hulk Hogan’s wealth offer important insights into how family estrangement can affect estate planning. 21 Aug

Hulk Hogan’s Will: a Lesson in Family Estrangement & Estate Planning

Following the death of Ozzy Osbourne, headlines turned to an alleged change to his will, in which Ozzy stipulated that his widow, Sharon, is to receive a dozen black roses a week for the rest of her life... 14 Aug

Ozzy Osbourne’s “Black Roses” Request

Clear communication, updated documents, and proactive estate planning can help families minimize disputes over inherited wealth. 13 Aug

How to Minimize Family Disputes Over Inherited Wealth

AI and Ethics Collide: A proposal to use artificial intelligence to recreate the voice of late actor Robin Williams has reignited a contentious debate around consent, legacy, and the ethical boundaries of generative AI. 11 Aug

Robin Williams Voice Recreation Proposal Sparks Backlash

If you want your family’s money to last, you need to know what these millionaires missed. The right habits make all the difference... 09 Aug

Making Your Family’s Money Last: Start Teaching Habits Now

Spendthrift trusts help ensure that beneficiaries can’t squander their inheritance. They can also serve to protect assets from creditors. Rather than allowing the beneficiary to receive a lump sum, the trustee releases the money incrementally. 07 Aug

Spendthrift Trusts: What Are They and How Do They Work?

Many Americans will need long-term care (LTC) at some point, but not everyone may understand what it really involves. These statistics illustrate the importance of long-term care and planning... 07 Aug

Long-Term Care Statistics 2025: The Importance of Planning

Whether you own a family business, hold employee stock options, or maintain a diverse portfolio, professional guidance ensures your stock investments benefit your chosen beneficiaries exactly as you intend. Don't leave the future of your valuable corporate stock to chance... 06 Aug

Corporate Stock Requires Special Attention in Your Estate Plan

The recently passed One Big Beautiful Bill Act brings major changes to the U.S. tax system and some of those changes create important estate planning opportunities for Canadians who own property or investments in the United States. 05 Aug

U.S. Estate Tax Planning for Canadians with Cross-Border Assets