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  • Legacy Lexicon
An inter vivos transfer of property is the transfer of ownership of an asset from one living person to another during their lifetime, without the need for a will. 07 Jan
  • by Estates Gone Wrong
  • Generated Content, Legacy Lexicon

Inter Vivos Transfer of Property: Key Characteristics & Criteria

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
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

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
  • by Estates Gone Wrong
  • Curated Content, Related Resources

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
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

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
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

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

Probate planning pitfalls: The risks that you need to consider before adding your child to the title of your home for estate planning purposes 12 Mar
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

Adding Your Child to The Title of Your Home: Know The Risks!

Testators should know the risks before using joint ownership as an estate planning tool.  16 Feb
  • by Estates Gone Wrong
  • Curated Content, Property Pitfalls

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
  • by Estates Gone Wrong
  • Curated Content, Life Events

Wealth Preservation: 10 Ways to Divorce-Proof Your Assets

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Inheriting a collection is a significant emotional and financial event. It connects us to our past, to loved ones, and to histories that may span generations. Yet, it also presents a daunting challenge: how to decide what to keep and what to sell. 

Inherited Collectibles: Practical Tips for Deciding What to Keep or Sell

Over the past decade, a caregiving crisis has been building in the workplace. Currently, 35% of the Canadian workforce or 8 million people, are struggling and juggling their work responsibilities with caregiving duties.

Caregiving Crisis at Work: Millions of Canadians Struggling

Discretionary trusts can be an effective way to provide for beneficiaries without granting them fixed entitlements. However, these structures can create uncertainty for beneficiaries... Understanding the legal framework is critical for both sides.

Ontario Guide to Discretionary Trusts and Beneficiary Rights

What happens when the domestic tax rules of two different countries look at the same person and both conclude that the individual is a tax resident?

Navigating Dual-Residency: Canada’s Tax Treaty Tie-Breakers

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