Tag: spouse

Pitfalls of Joint Accounts

Julie

April 9, 2018

• bankruptcy, death, estate, probate, spouse, tax

Joint accounts can be a useful tool for estate planning but beware of some pitfalls. Things to consider before placing assets in a joint name
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Mutual funds are offered by mutual funds representatives of Worldsource Wealth Management Inc., a member of the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO) and regulated by these organizations. Worldsource Wealth Management Inc. is a wholly-owned indirect subsidiary of the Fédération des caisses Desjardins du Québec (“FCDQ”), which is part of the Desjardins Group.

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Tag: spouse

Pitfalls of Joint Accounts