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Preserving Paradise: Cottage Succession Planning Webinar Recording

  • June 26, 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.

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