DiscoverFidelityConnectsCottage planning: Estate and tax strategies – Jacqueline Power
Cottage planning: Estate and tax strategies – Jacqueline Power

Cottage planning: Estate and tax strategies – Jacqueline Power

Update: 2025-09-29
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It’s autumn. The leaves are changing to brilliant colours, outdoor BBQs are getting wrapped up for the winter, and for those lucky enough to own a family cottage, the pipes will need winterizing and the windows are boarded up. In the land of real-asset investing, where does cottage ownership fit? Is it an investment, or a cost, season after season? And how to divide such assets between children when a parent dies, or when parents would like to sell out of their interest? There are several tax efficient manners in which to attempt such a thing, and there are also a host of tax inefficient ways pass on the family heirloom. Joining today's episode to get to the tax structures that really matter when attempting to change the deed on a family cottage is Director of Tax and Retirement Research, Jacqueline Power.


Recorded on September 24, 2025.


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Cottage planning: Estate and tax strategies – Jacqueline Power

Cottage planning: Estate and tax strategies – Jacqueline Power

Fidelity Canada