Estate Planning

Pitfalls of joint property ownership with an adult child

We often see a parent creating joint ownership with an adult child on title of their property in an attempt to avoid the Estate Administration Tax (“EAT”). This could be the worst mistake for your estate plan! Not only it may not avoid EAT, it could end up costing you and your adult child a lot more than 1.5% of potential savings.

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Real Estate

5 Mistakes to avoid when buying or selling a residential property

The family home is the biggest financial investment for most people. Timing and structuring of the transaction are often driven by personal preferences rather than the understanding of certain intricacies surrounding the entire process. We closed hundreds of real estate transactions for our clients.

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