How to Keep the Cabin/Cottage in the Family скачать в хорошем качестве

How to Keep the Cabin/Cottage in the Family

LIVE WITH KATHY & DARCIE | INDUSTRY EXPERT SERIES Bringing you answers to the sticky questions – the ones you don't bring up at brunch. ➜ Second marriages and inheritances ➜ Cross-border tax planning ➜ Raising children with wealth ➜ Divorce settlements and accounting for all the assets ➜ And many more.... --------------------------------------------------------------------------------------------------------------------------------------- Returning by Special Request: Sally Dennis (Partner, Farris LLP) ★ The Best Lawyers in Canada, Trusts & Estates (2021) ★ Lexpert Leading Lawyers in Canada (2020) ★ Called to the British Columbia Bar in 1986 ★ Key Practice Area: Private Client Services Topics Covered: ➜ What is "keeping the cabin or cottage in the family”? ➜ What are frequent challenges that you see when trying to treat the cabin/cottage as a legacy asset? ➜ What alternatives would you suggest and why? What are some of the pros and cons of different planning tools available? ➜ What is your typical advice when clients say their estate plan must include keeping the cabin in the family? Through decades of advising clients on all matters pertaining to wealth, we've built relationships with leading lawyers, tax and estate specialists, accountants and other professionals across Canada – and we're bringing that access to you. ********************************************************************************************* SAGER & CROWE | CREATED BY WOMEN, FOR WOMEN. ★ Top 50 Canadian Advisors of 2020 ★ "Advisor of the Year - Alternative Investments" (National Gold Winner) ★ "Female Trailblazer of the Year" (National Gold Winner) ★ Chairman’s Club recognition as top advisors across the country at Merrill Lynch, Midland Walwyn, CIBC Wood Gundy and Canaccord Genuity Wealth Management since 1980! QUESTIONS? ➜ Jump on a call with Kathy & Darcie at https://calendly.com/sagerandcrowe/co​... HAVE A TOPIC FOR US? ➜ Email us at sagercrowe@cgf.com At Sager & Crowe, our mission is to educate the clients we serve — to accelerate your financial confidence and empower you in your daily lives.