Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully! The gifts and estate tax is a tax on any unilateral transfer from one person to another. Joint ownership does not eliminate taxes. 26 Dec

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully!

Dealing with property matters after the loss of a loved one can be overwhelming. Learn how to navigate Ontario's survivorship application process effectively with this comprehensive guide. 28 Nov

Guide to Completing a Survivorship Application in Ontario

Leaving your house to your children can be a meaningful way to pass on your legacy, but it is important to consider all aspects of it. 04 Nov

Factors to Consider Before Leaving Your House to Your Children

Any property that you own in the UK, be it land or buildings, can be bequeathed to someone in your will. However, the way in which you own the property impacts how it can be passed on. 15 Apr

Including Property in Your Will in the UK: What You Should Know

Testators should know the risks before using joint ownership as an estate planning tool.  16 Feb

Joint Ownership of Property: Know the Risks

Having a plan in place will go a long way in providing both partners with peace of mind in the event of a relationship breakup. Explore "10 ways to divorce-proof your assets and protect your wealth"... 09 Jan

Wealth Preservation: 10 Ways to Divorce-Proof Your Assets