Joint Property Ownership

Clients often speak about holding assets “jointly” with a spouse or of wanting to leave their cottage “jointly” to their children. When you ask whether they are referring to “joint tenancy with rights of survivorship” or “tenancy-in-common”, typical responses include...

Help, I need to change my trust!

Trusts were once considered to be only for those with extensive estate assets; however, those days are long gone. Today, even someone with a modest estate can potentially benefit from the inclusion of a trust in his or her estate plan. The terms you include in a trust...