Tax and Estate Planning

Family and their dog

Estate planning isn’t just for your parents

Estate planning sounds like something for retirees with big portfolios, right? Not so fast. If you have a job, a bank account, digital assets, or even a pet, you already have an estate.

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multi-generational family

Is your will up to date?

An effective estate plan should be up-to-date and clearly lay out your wishes upon your passing. But odds are, you don’t have one.

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couple discussing finances

Joint ownership: helpful or harmful?

Joint ownership with right of survivorship is a common way to try to avoid probate and reduce probate fees, especially in provinces with higher costs. However, while it can be helpful in the right circumstances, joint ownership can also create unintended tax issues, family conflict, and financial risks.

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