Tax

Five risks to holding property jointly

Holding property jointly has long been called the “poor man’s will”—a way for a person to transfer wealth on death without spending the money to draw up proper documents.

By Barry Corbin |September 20, 2011

2 min read

Share wealth without the tax burden

Life insurance can be an effective way to transfer wealth from one generation to another.

By Lisa MacColl |September 19, 2011

4 min read

Joint property ownership: problems and pitfalls

Joint ownership of property is a popular estate planning tool. Here's how to use it right.

By Margaret O’Sullivan |September 19, 2011

4 min read

Testamentary trusts can be better than joint ownership

For someone living in a jurisdiction with high probate taxes, it can be a near knee-jerk response to hold valuable property jointly with a spouse or with one or more children, with a right of survivorship.

By Barry Corbin |September 19, 2011

3 min read