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Formost parents, estate planning is about passing on wealth. For parents of children with special needs, it’s about passing ...

By removing Section 213 and amending Section 370(1) of the Indian Succession Act, the recently passed Repealing and Amending ...

The Canada Revenue Agency has set clear deadlines for filing your 2025 tax return in 2026, with April 30, 2026, marking the ...

State school trust lands officials announced this week that Utah public schools will get a record $134 million distribution ...

Pet trusts are legally recognized and can ensure that your beloved animals are cared for according to your wishes.

Dynasty trusts let you pass wealth through multiple generations in a tax-savvy way. Let's discuss how they work, the tax ...

Cognitive decline poses unique risks to family businesses. Learn essential planning strategies beyond wills to protect ...

Q: Our will creates a trust for our grandchildren. We tried to set up a bank account but the bank said they needed a trust agreement, not a will. Can’t a will set up a trust? Why won’t the bank accept ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

A custodial agreement empowers a professional third party to manage benefit accounts, holding assets for the owner. Discover how it simplifies retirement and health plan administration.