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90 Burnhamthorpe Road West Suite 1400
Mississauga, Ontario L5B 3C3
905-848-1300 or 1-800-665-1856

Cottage Succession
Written by Sean Figueroa   
Monday, 03 October 2011

Your cottage has provided a lifetime of memories.
Ensure that it does the same for your children and grandchildren.

Sadly, some cottages are not being passed on to those who would cherish them most due to punitive taxes and improper planning. Don't let this happen to your family.

Proper planning today can help you retain your family cottage. We'll help find a solution for you. Please plan to attend the discussion and reserve your space now.

 

Taking action now can help ensure your that your cottage stays  in your family.

Join us and:

  • Learn how to claculate market value and capital gain
  • Learn how an Inter-vivos or Testamentary Trust may be suitable for you
  • Discover how to create a buy-out option in the event of death, marriage breakdown etc.
  • Learn about asset protection strategies that can offset your children's tax burden
  • Ask the experts

Date :           October 20th, 2011

Time:           6:30 Reception
                       7:00-8:00 pm Presentation

Location:   Mississaugua Golf and Country Club
                       Tudor Room
                       1725 Mississauga Rd.

RSVP:          Your advisor by October 14th

 

 

Contact Us Today


John Tinker
Branch Manager
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