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Preserving Paradise: Cottage Succession Planning Webinar Recording

  • July 22, 2026

In this session, our team explored the unique challenges of cottage succession planning and the importance of thoughtful, multi‑generational estate planning. We talked through the legal, tax, and emotional considerations involved in passing on a family cottage, including ownership structures, tax implications, and strategies to reduce conflict and preserve family legacy.

We were also joined by Cherie Chen from the Tax & Estate Planning team at Mackenzie Investments, who shared expert insights on cottage succession strategies, common pitfalls, and key planning considerations to help ensure a smooth transition from one generation to the next.

Here is the link to the replay of the webinar which was originally held on June 26th, 2026 via Zoom.

Replay: 

https://raymondjames.zoom.us/rec/share/wU3CmYnhUnwu4hU5rWSU8mjCSY2QwC-QfAhabDvegOs6ruj2v1Q4QtiNe1jIe7yx.sh5nNPTZVxvZGLvi?startTime=1782488903000

Feel free to reach out with any questions or comments!

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