One of the biggest barriers to passing a cottage to your children is affordability and more specifically property taxes. If transferring a cottage isn’t done in certain ways, the property taxes will be adjusted to the current value (or “uncapped” as we call it). This could result in a small change, but it more often […]
Keeping The Family Cottage Affordable For The Next Generation Read More »
More than half of people in the United States give to charitable and faith-based organizations during their lives. However, it’s estimated that less than 10% leave a portion of their estate to these organizations when they pass away. It’s not known why there’s such a difference between these two time periods. Regardless of the reason,
Don’t Forget What’s Important to You When Doing Your Estate Plan Read More »
There are a variety of ways to financially support charitable organizations and their causes. The most common are giving cash and making out a check. But, other options (i.e. giving appreciated investments like stock, mutual funds, and real estate) are often better for income tax purposes. Business owners have another option because they own privately
Business Owners: You Have Another Option For Charitable Planning Read More »
Fill in the form below to reserve your spot today for each person attending. If you have any questions, please call the office at 616.392.1821.
Fill in the form below to reserve your spot today for each person attending. If you have any questions, please call the office at 616.392.1821.
