By building flexibility into your estate planning structures from the beginning, you create a framework that can adapt to ...

The daunting task of working out and paying inheritance tax must be done in the immediate and intense period of grief after a ...

Learn about the need for probate when a spouse dies, the factors influencing it, alternatives, and consequences. Ensure ...

Probate court is part of the judicial system handling wills, estates, conservatorships, and guardianships. Read our guide on how probate court works.

Home Retirement Estate Planning Probate: The Terrible, Horrible, No Good, Very Bad Side of Estate Planning We ask estate planning experts how to avoid probate.

Nothing is certain, it is said, but death and taxes. Yet, many Americans know surprisingly little about the legal process that follows a loved one’s death. A new report, titled The State of ...

Probate taxes apply based on where your real estate is located and where you reside at the time of death. It isn’t always mandatory and varies in each jurisdiction. Reducing provincial probate taxes ...

Changes to pension tax rules will inevitably lead to further probate delays at a time when the system is already overloaded, ...

HOUSEHOLDS face delays of up to a year to get probate granted following major changes to Inheritance Tax (IHT) rules by the government, experts have warned. Finance experts told The Sun that plans … ...

The Great Wealth Transfer is upon us, but not all inherited assets are created equal. Do you really want your parent’s vacation home?

Plans to make pensions liable for inheritance tax from spring 2027 is likely to lengthen delays to getting probate, say finance experts.