Estate Planning

Vacation property succession planning: Part 2 Fallback Image Decorative pattern

Estate Planning

Vacation property succession planning: Part 2

If your client’s vacation property forms part of her estate on death, it may be subject to probate fees as part of her will.

By Tony Maiorino |November 30, 2016

4 min read

Vacation property succession planning: Part 1 Fallback Image Decorative pattern

Estate Planning

Vacation property succession planning: Part 1

Without proper planning, vacation homes can quickly go from enjoyable escape to a source of financial and emotional stress.

By Tony Maiorino |November 23, 2016

3 min read

Choose the right estate freeze Fallback Image Decorative pattern

Estate Planning

Choose the right estate freeze

Help your business-owning clients find the right tax plan

By Jessica Bruno |October 28, 2016

10 min read

How to handle multijurisdictional planning Fallback Image Decorative pattern

Estate Planning

How to handle multijurisdictional planning

Tips to ensure a smooth succession

By Margaret O’Sullivan |October 28, 2016

5 min read