Cottage Planning Virtual Webinar

May 26, 2023May 20, 2023 Cottage Country 199 Views Bobcaygeon, Buckhorn, Canada, Captial Gains and Estate Tax, CCC Publications, children, Communities in Cottage Country, Community, cost-effective solution, cottage, Cottage Country, Cottage Country Connection, cottage country lifestyle, Cottage Country Lifestyle Magazine, Cottage Life, Cottage Planning Virtual Webinar, estate, estate planning, factors, family, family cottage, Fenelon Falls, guide, Haliburton, home, investor seminar, Kawartha Lakes, kawartha magazine, Kawarthas, Kawarthas Magazine, Kids, lakefield, Lindsay, Mackenzie Investments, Ontario, ownership, Peterborough, recreational property, Scotia Wealth Insurance Services, ScotiaMcLeod, seminar, Senior Insurance Consultant, Senior Wealth Advisor, sentimental value, short-term rentals, Steve Urso, strategies, succession planning, summer, summers, swim, tax, Tax and Estate Planning, That's better together, Tom Fernandez, topics, trusts, virtual, Vivek Bansal Director, Your Lifestyle Magazine

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.

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