Succession Planning for the Family Cottage

July 15, 2022 |Craig Dale, 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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So Do I Really Need a Will?

January 15, 2022 |Craig Dale, CPA, CA, CFP, TEP

A majority of Canadians do not have a Will and are letting the government determine how to allocate their wealth when they die.

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The Pitfalls of Joint Ownership

April 15, 2019 |Craig Dale, CPA, CA, CFP, TEP

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

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