IMPORTANT: Tax decisions should always be made in consultation with your professional advisors to ensure they reflect current legislation and your personal circumstances.
this is the recommended INTRODUCTORY SESSION that provides an overview of considerations for starting your cottage succession plan (recorded 2026)
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 (recorded June 2026)
an in-depth look at various trust techniques and 'generation skipping' to help protect the cottage AND save taxes (recorded 2025)
an in-depth look at when is the best time to transfer ownership to the next generation (recorded 2026)
the children's role in cottage succession planning - how they can share the load and contribute valuably to the process (recorded 2025)