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Your clients are proud of their cottages. Whether these second homes are inherited or recent purchases, they’re retreats that represent welcome respites from busy lives.

You’ve probably already discussed these concepts with your clients, but the height of cottage season is an ideal time for a refresher.

Personalize this email by copying our template into your email application, and then choosing which stories you’d like to pass along to particular clients. This lets you jump-start the conversation on topics about which they may want some guidance.

Subject Line: Be a savvy cottage owner

Dear XXX,

We’ve talked about how much work you put into your cottage. Those maintenance costs affect tax, and ownership of recreational property needs to be accounted for in your estate plan.

These topics may not be top of mind as you spend time up north this summer. And, indeed, you should be relaxing. We can take some worry off your plate by planning together.

I’d like to set up a time to discuss how your cottage fits into your plan. Until we meet, take a look at these articles (hopefully while you’re relaxing in a Muskoka chair), which will help inform our conversation.

Make the most of your cottage

Tax tips for your cottage

Capitalize on your cottage

Cottage liability

Should you put your cottage in a trust?

Passing on the family cottage

Let’s start talking soon about how you can enjoy your cottage and protect it at the same time.

Regards,

YOURSIGNATURE

Originally published on Advisor.ca

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