by Claire Stollery | Aug 2, 2023 | Estate Planning, Succession Planning, Wills
For many of our clients, protecting their assets for the benefit of their children is the utmost priority. Of particular concern is that their spouse or partner may remarry (or re-partner), either after separation or after our client’s death, and any of their assets...
by Claire Stollery | Sep 26, 2022 | Estate Planning
When considering their succession plan and how they wish to distribute assets during their lifetime, many of our clients raise the idea of giving money to their children for the purchase of a home. With property prices remaining high and increased interest rates...
by tkelly | Aug 31, 2021 | Estate Planning
A recent article in the Wall Street Journal posed the question of whether parents should give their children their inheritance, in whole or in part, during their lifetimes, or wait until after death, when their assets will be dealt with according to the provisions of...
by Tony Kelly | Mar 13, 2018 | Estate Planning
“Can’t you wait till I’m dead?” A client of mine, of German extraction, visited his elderly father several years ago who asked him to explain what the provisions made in his will. The heading to this article was the father’s response! This response recently came to...
