Principal Residence

September 05, 2024 |Charles W. Cullen III
For many, purchasing your primary residence is the largest purchase you will make in your life. This article discusses a number of tax and estate planning questions surrounding the principal residence exemption. As always, for more information, please...
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Testamentary Trusts

August 29, 2024 |Charles W. Cullen III
One common way to distribute your estate is by using a Testamentary Trust, a trust that is created by your will. This article discusses some of the reasons you may want to consider using such a trust. For more information, as always, please reach out...
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Alter Ego and Joint Partner Trusts

August 22, 2024 |Charles W. Cullen III
There are many tools that can be used for planning during your lifetime and beyond. One common approach is the alter ego or joint partner trust. Click to read on the benefits and drawbacks. For more details, please reach out. Click Here
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Succession Planning for your Canadian Vacation Property

August 24, 2023 |Charles W. Cullen III
Vacation properties are often a source of great personal enjoyment and family memories. To keep the property within the family, there are various tax implications and strategies to be aware of that can be used in passing ownership onto the next generation...
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When Should You Review Your Will or Estate Plan?

August 03, 2023 |Charles W. Cullen III
Most legal professionals recommend reviewing your estate plan every three to five years or any time you experience a major life event. For more information, please reach out. Click here
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