Estate Planning

Estate Planning

Family of heiress takes her $300M will to court

Her family is trying to muscle in on her will by claiming she was mentally ill.

By Staff |September 18, 2013

1 min read

Estate Planning

New rules admit pets into human cemetaries

New York has approved a new regulation allowing pet cemeteries to handle human remains.

September 17, 2013

1 min read

Estate Planning

What to do when a taxpayer dies

How to prepare terminal returns

By Melissa Shin |September 17, 2013

4 min read

Estate Planning

Help disinherit the black sheep

Rules vary from province to province

By Dean DiSpalatro |September 17, 2013

6 min read

Estate Planning

When clients inherit overseas property

Make sure clients create separate wills in foreign jurisdictions

By Darren Lund |September 17, 2013

3 min read

Estate Planning

Do you know incapacity planning?

Take this quiz to find out

By Elaine Blades |September 17, 2013

6 min read

Estate Planning

Faceoff: Should young people have wills?

Do twenty- and thirty-somethings need wills? Experts remain divided.

By Kanupriya Vashisht |September 17, 2013

5 min read

Estate Planning

Despite solid will, last wishes of art collector thwarted

The story of American art collector Charles Loeser shows a detailed will is no guarantee your client’s wishes will be fulfilled, reports the L.A. Times.

By Staff |September 9, 2013

1 min read

Estate Planning

When the prime minister’s your client

Testamentary, inter vivos, insurance and alter ego trusts are all effective vehicles for a variety of planning needs. There’s another type that’s rarely used: the blind trust. If you reel in a client who needs it, you’ll be doing well.

By Dean DiSpalatro |September 6, 2013

3 min read

Estate Planning

Hiring an executor

Hiring an executor is tricky. Select the wrong person, and you could be leaving behind a legacy of financial hassles.

By James Dolan |September 5, 2013

4 min read

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