IMPORTANT: ANY TAX DECISIONS MADE SHOULD ALWAYS BE AFTER CONSULTATON WITH YOUR PROFESSIONAL ADVISERS TO ENSURE YOU ARE ACTING UPON CURRENT INFORMATION.
this is the recommended introductory session that provides an overview of considerations for starting your cottage succession plan (recorded 2021)
an in-depth look at considerations for creating the Cottage Sharing Agreement, a crucial step in your family's cottage succession process (recorded 2025)
an in-depth session explaining capital gains tax, and tips to reduce or defer it (with current capital gains tax information)
an in-depth look at various trust techniques and 'generation skipping' to help protect the cottage AND save taxes
an in-depth look at when is the best time to transfer ownership to the next generation (recorded in October 2024 with new capital gains tax information)
the children's role in cottage succession planning - how they can share the load and contribute valuably to the process