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Canada: Dual Wills in Estate Planning

willsandestateslawyersblog.ahbl.ca/2017/01/12/a-tale-of-two-wills-when-and-why-dual-wills-are-an-effective-estate-planning-tool/ See also: www.pallettvalo.com/whats-trending/what-effect-does-a-general-revocation-clause-in-a-will-have-on-prior-beneficiary-designations/ 0
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Canada, Estate Planning

US: Estate Planning for your Bank Accounts

www.jdsupra.com/legalnews/transfer-on-death-accounts-and-deeds-vs-95361/ See also: www.bgdlegal.com/blog/simple-pod-beneficiary-designation-costs-family-thousands burnslev.com/news/account-titling-and-beneficiary-designations goo.gl/Wyfs4S 0
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Estate Planning, Ownership, Trusts, US Estate Planning, Ownership, Real Estate, US

Education: Trust Information requests by Beneficiaries

www.dq.im/news/the-life-of-a-trust-part-five-requests-for-information-by-beneficiaries www.burges-salmon.com/news-and-insight/legal-updates/rights-of-beneficiaries-access-to-trust-information/ www.ashfords.co.uk/news-and-events/general/what-rights-does-a-beneficiary-have-to-trust-information www.kkilawyers.com.au/knowledge-base/beneficiaries-rights-to-trust-documents/ Irrevocable Trusts and the Rights of Beneficiaries to Information – Who Must Receive What and When? | Loeb & Loeb LLP High Net Worth Family Tax Report, Vol. 16, Issue 1 | Loeb & Loeb LLP www.charlesrussellspeechlys.com/en/insights/expert-insights/dispute-resolution/2024/the-rights-of-beneficiaries-access-to-trust-information/ See also: www.withersworldwide.com/en-gb/beneficiaries-denied-information-about-their-own-trust Do you have trust...
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Education, Estate Planning, Isle of Man, Trusts Estate Planning, Tax, Tax Planning, Trusts, US

Education: Update your Estate Plan

www.greensfelder.com/trusts-and-estates-blog/when-times-are-a-changin-your-estate-plan-needs-updatin huntestatelaw.com/planning-your-estate/the-seven-essential-questions-…/ www.brouse.com/trusts-estates-blog-why-you-need-an-estate-plan The Estate Planning Implications of Adoption www.russellkennedy.com.au/insights-events/insights/triggers-for-estate-planning-review www.mielderlawblog.com/estate-planning-for-new-and-aging-parents bit.ly/3a62iIp 10 Reasons to Review Your Current Estate Plan It Depends – Does my trust deed need to be updated? www.hopgoodganim.com.au/page/knowledge-centre/fact-sheets/will-personal-estate-plan Carbert Waite LLP – Is It Time To Update My Will? See also: 8 Estate Planning...
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Education, Estate Planning, US

Education: Lessons Learned of a Senior Estate Planning Lawyer – Why you need an Estate Plan

www.quarles.com/publications/estate-planning-lawyer-for-33-years-lessons-learned/ www.mielderlawblog.com/top-two-estate-planning-concerns www.mielderlawblog.com/have-talk-with-senior-parents www.bnlaw.com.au/page/Insights/Family_Law_publications/Wills_Estates/Exposing_Estate_Planning_Myths/ insights.collyerbristow.com/post/102fpxm/why-apathy-isnt-good-enough-when-it-comes-to-wills If family life is complex now, how will it look after you’ve gone? www.morton-fraser.com/knowledge-hub/financial-planner brodies.com/insights/wills-and-estate-planning/estate-planning-a-tool-for-everyone/ bit.ly/3u5GZBo www.hopgoodganim.com.au/page/knowledge-centre/fact-sheets/will-personal-estate-plan Estates Under $2 Million – Do I Need an Estate Plan? See also: www.russellkennedy.com.au/insights-events/insights/why-have-a-will bit.ly/3n6Ak6P www.daypitney.com/insights/publications/2022/03/fog4-a-tale-as-old-as-time-family-succession-drama 8 Estate Planning Considerations What to Expect: Your First Meeting...
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Education, Estate Planning, US Education, Estate Planning, Mauritius, Trusts

Family Business: Succession Plan

www.oneworldmideast.net/CMSPages/GetFile.aspx?guid=2bfb9045-7cab-4402-b3d2-ed2671cfebeawww.collinsbarrow.com/en/windsor-ontario/publications/onthemark-pitfalls-to-consider-in-family-business-successionwww.blplaw.com/private-wealth/insights-resources/blog-post/family-businesses-controls-successions-and-saleswww.ofplaw.com/business-succession-planning-strategies/tinyurl.com/3a6u2byzwww.nutter.com/trending-newsroom-publications-Insights-Mike-Kushnir-Succession-Planning-Family-Owned-Businesseswww.finlaysons.com.au/2020/07/succession-planning-transitioning-the-current-generation-out-of-the-business/www.finlaysons.com.au/2020/11/final-considerations-for-your-business-succession-plan/www.fosterswift.com/communications-how-to-think-about-succession-planning.htmlwww.cooneyleesmorgan.co.nz/succession_plan_vital_for_businesswww.dwt.com/blogs/family-business-resource-center/2021/09/family-business-succession-planning#page=1silvesterlegal.com/why-succession-planning-is-important-in-any-family-business/www.michiganitlaw.com/using-estate-planning-secure-legacytinyurl.com/3a6u2byz See also: crowesoberman.com/blog/the-great-wealth-transfer/ www.boodlehatfield.com/articles/dynasties-drama-family-business-in-focus/kilpatricktownsend.com/en/insights/perspectives/2023/5/6%20key%20takeaways%20succession%20planning 0
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Education, Estate Planning, Family Business

Education: What if a Will is lost?

bit.ly/2jdYUiT www.kingsleynapley.co.uk/insights/blogs/private-client-law-blog/lost-will-lost-inheritance#page=1 www.birketts.co.uk/insights/legal-updates/lost-wills brodies.com/insights/wills-and-estate-planning/what-happens-when-a-will-is-lost/ www.kingsleynapley.co.uk/insights/blogs/dispute-resolution-law-blog/proving-a-missing-will#page=1 imprivateclient.passle.net/post/102hv0g/lost-wills-what-are-the-implications www.hopgoodganim.com.au/page/knowledge-centre/blog/lost-will shepwedd.com/knowledge/missing-wills-all-not-lost See also: www.boyesturner.com/article/lost-assets- The importance of storing your will safely www.hopgoodganim.com.au/page/knowledge-centre/court-decision/now-where-did-i-put-that-will www.grsm.com/publications/2023/strategies-for-locating-a-missing-will-a-comprehensive-guide Where to Search for a Missing Will 0
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Canada, Education, Estate Planning