Estate Planning Seminar | Simple Tips to Protect Your Inheritance (2024) - Video

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Worried about your family losing hard-earned assets to taxes or legal fees? Learn simple estate planning tips that help protect your inheritance and ensure a smooth transfer to the next generation. Make smart decisions now for a secure family future. Join us on Thursday, October 24, at 6 PM CDT for Cottage Succession Made Simple: Options to Keep the Family Legacy Alive.

08:50 Introduction
10:10 Gifting Cottage
12:30 Promissory Note
16:54 Pros and Cons of Joint Tenancy
23:05 Co-Ownership Agreement
28:00 Q+A


In this engaging webinar, two expert lawyers—a real estate and an estate lawyer—will explore the three main options: gifting, selling, or including the cottage in your will. We’ll address key considerations like “equal is not always fair,” how to fund taxes and expenses when passing down the cottage, co-ownership agreements, and using a promissory note to reduce tax burdens. This high-level session is packed with practical insights to help you plan for your family cottage’s future.