WHAT IT IS: Pre-planning is simply the process of drawing up plans for a funeral/celebration of life, before they are needed. It involves gathering a variety of family information that is required for vital statistics in Ontario. The type of service you want will be discussed; such as where the funeral will take place, who […]
Joint Ownership & the Presumption of Resulting Trust
The transfer of property into joint ownership with an adult child is a common strategy used to avoid estate administration tax. Unfortunately, this estate planning technique can result in family disputes and litigation fees that exceed potential tax savings. The leading case addressing thisarea of law has been cited in over five hundred decisions since […]
Introducing the Guelph Estate Planning Council!
Welcome to the very first Guelph Estate Planning Council article. As a group that was formed in early 2018, we are excited to formally announce our council’s arrival in the Royal City. Now as a reader, I am sure you are wondering “What exactly is the Guelph Estate Planning Council?” You might also be wondering […]