Month: January 2021

Keeping The Family Cottage Affordable For The Next Generation

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 …

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Don’t Forget What’s Important to You When Doing Your Estate Plan

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, …

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Business Owners: You Have Another Option For Charitable Planning

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 …

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