Thinking of adding your child to the ownership of your home, bank accounts, or investments to “make things easier”? This common estate planning shortcut could cost your family far more than you realize.

In this episode of Retirement Straight Talk, William and Paul dive into:

• What joint ownership really means (and why it's often misunderstood)

• When it works and when it can cause major tax and legal issues

• The surprising risk of losing control of your home

• Real-life stories of family conflict, CRA penalties, and unintended fallout

• Better alternatives: powers of attorney, trusts, clear documentation, and more

This is one of those episodes that could save your family thousands and a whole lot of heartache.

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Have questions after today's episode? Let us help. Book a call: https://calendly.com/westendwealth/introcall?month=2025-09

👉 Check out Our Free guide: “How to Build Your Dream Retirement Plan—and Avoid 7 Pitfalls That Can Derail It”: https://www.westendwealth.com/build-your-retirement

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