Preserving Family Properties: Understanding Estate Taxes

Preserving Family Properties: Understanding Estate Taxes

Are you concerned about how to keep your family cottage or other cherished properties in the family for generations to come? Join us for an exclusive seminar luncheon where we will explore the strategies you need to protect and pass on your family properties without getting hit hard by taxes. Whether you're a seasoned property owner or just starting out, this event is for you.

Owning a second property, whether it’s a family cottage, hobby farm, income property, or other land, comes with unique challenges—especially when it comes to estate planning.

Without proper planning, your family may face significant tax burdens, making it difficult to keep these properties in the family after your passing.

This complimentary luncheon, hosted by financial planning and insurance expert, Aileen Matters, Certified Financial Planner and owner of A.M. Financial Matters in Charlottetown will cover key strategies for estate planning, focusing on:

• Capital Gains Tax: Understanding recent rule changes and how they impact your properties.
• Taxation at Death: How your properties are taxed and what you can do to minimize the impact.
• Financing Estate Taxes: Exploring options like investment savings, life insurance, and gifting property before death.
• Principal Residence Designation: How to decide which property to designate as your principal residence for tax purposes.

Whether you’re thinking about how to pass on your family cottage, an income property, or any other land, this seminar will provide the essential information you need to make informed decisions and preserve your family’s legacy. You will leave more educated on the topic and armed with important questions to ask your accountant.

Who Should Attend?

This seminar is ideal for individuals who own a second property or multiple properties and want to ensure these assets remain in the family with as little tax impact as possible.

Why Attend?

• Gain a better understanding of estate planning and property succession.
• Learn from a Certified Financial Planner about minimizing capital gains tax.
• Discover how to protect your family’s cherished properties.
• Enjoy a complimentary lunch while networking with like-minded individuals.

Reserve Your Spot Today:

Don’t miss out on this valuable opportunity to secure your family’s future. Space is limited, so please register early to guarantee your seat.

I look forward to seeing you there and helping you take the first steps in preserving your family’s paradise.

Event Venue & Nearby Stays

The Local Pub and Oyster Bar, Buchanan Drive, Charlottetown, Prince Edward Island, Canada