Cottage Planning Virtual Webinar

You spend most summers at the family cottage – it’s even where your children learnt how to swim. It holds a lot of sentimental value and, understandably, you feel strongly about keeping it in your family. Unfortunately, passing ownership is not so straightforward.  When it comes to recreational property succession planning, there are several tax and estate factors to consider. In this virtual seminar, we look at strategies to provide a cost-effective solution to estate planning, along with learning about Capital Gains and Estate Tax, Impact of short-term rentals and the use of trusts in cottage estate planning.

Join Steve Urso Senior Wealth Advisor ScotiaMcLeod, Vivek Bansal Director, Tax and Estate Planning, Mackenzie Investments, and Tom Fernandez, Senior Insurance Consultant, Scotia Wealth Insurance Services to help guide you through these topics and strategies.