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Premium Financings Role in Economic Development
The premium finance market is predicted to reach $79.72 billion by 2028, almost doubling since 2023 at $46.08 billion, and reaching...
Kaitlin Riley
Dec 13, 20241 min read


Picking The Perfect Taxable Year For An Estate: Timing Is Everything
In a recent article from Forbes.com , author Ashley Case explains the key differences in selecting a " calendar year or fiscal year for...
Kaitlin Riley
Dec 3, 20241 min read
Use It or Lose It: Federal Gift and Estate Tax Exemption Set to Sunset at the End of 2025
"The Tax Cuts and Jobs Act (TCJA) of 2017 nearly doubled the federal lifetime gift and estate tax exemption. In 2024, this act currently...
Kaitlin Riley
Oct 10, 20241 min read


Why cross-border issues are a growing part of estate planning
An article from The Globe and Mail addresses Canadian concearns on estate planning with cross-border assets. The article highlights,...
Kaitlin Riley
Oct 10, 20241 min read
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