Published on: Thursday, June 29th 2026
I’m putting the finishing touches on some new blogs. While I do that, I wanted to share a blog written by someone else on a topic my clients often ask me about – making their adult children joint owners of homes or investment accounts for estate planning purposes. That someone else is our son Robert. Many of you are aware that he is a lawyer practicing Estate Planning with Cambridge LLP in Burlington. This is his latest blog. I’m confident that you’ll find it interesting and helpful.
An Aching Joint: When Shared Property Causes an Estate Pain
Many people are surprised to learn that joint accounts or property held with an adult child do not always pass automatically to that child. In Ontario, these assets may instead fall back into the estate unless there is clear evidence of a gift, which can create confusion and conflict among family members. Our latest bulletin explains how courts determine intention, why proper
documentation matters, and how this can impact your estate plan. Understanding these rules is essential for anyone who wants to avoid disputes and ensure smooth estate administration.