Summer ready: Tax and estate planning strategies for cottages – Jacqueline Power, Giselle de Sousa and Paul W. Taylor

Summer is finally here! And cottagers are getting ready for some fun-filled months. But what do investors need to know about their cottage property in terms of estate planning? What should go into a cottage succession plan? And what potential tax implications and planning strategies should investors consider? Join Fidelity’s Giselle de Sousa and Jacqueline Power on the Upside+ as we unpack all these questions and more. We’ll also be joined by Paul W. Taylor,  Partner at Borden Ladner Gervais, who specializes in estate and trust administration, including planning for individuals with high value and complex assets. This episode will also cover information about key roles like executors and beneficiaries and transferring or protecting assets for future generations.  At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.