The pitfalls of joint ownership

 July 15, 2025 |Craig Dale, MFin, CPA, CA, CFP, TEP

Considering if joint ownership is good estate planning or problematic tax planning.

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Succession planning for the family cottage

 April 15, 2025 |Craig Dale, MFin, CPA, CA, CFP, TEP

In the absence of proper planning, the succession of cottages and vacation homes can trigger family disputes or create significant financial headaches and adverse tax consequences.

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