The Challenge

How do you protect the transition of wealth to your children after a divorce or separation followed by a long-term relationship with a potential new common-law partner?

Lisa is a middle age female who was divorced 15 years ago. She has one child who is 35 years old. She is in a common law relationship with a new partner and they are living in a house that is jointly owned. Lisa put $300,000 into the house. Her daughter is the beneficiary of her RRSP through work and she has no cohabitation agreement with her common law spouse.

The Solution

Contact Mark to discuss.

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