Transferring gifts and establishing joint ownership of assets by adding intended beneficiaries to property titles, while you’re still alive, are effective, and proactive estate planning tools. Why not give gifts while the appreciation for the gift can still be expressed? Through proactive estate planning, gifts may be given while alive or inter vivos, and by […]
As of April 25, 2023, the Trust and Corporate Services Providers Act (the Act) mandates that individuals and entities must be licensed to offer certain specified trust and corporate services. Only those who are licensed, or those who were already providing such services before April 25, 2022, and have applied to be licensed, can continue […]
Addressing the matter of writing, and securing your Last Will & Testament can undoubtedly be an uncomfortable topic, but even more uncomfortable, is a contentious “dead leff” horror story. A well drafted Will can give you the peace of mind of knowing your affairs can be wrapped up as smoothly as possible, so you do […]
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