Protect Your Wealth & Keep Your Properties in the Family
As property values climb, so do the tax challenges that come with building real estate wealth. The last thing any investor wants is for their family to be forced to sell a cottage, duplex, or rental property just to cover taxes.
We’re excited to welcome Rebecca Mullin, an experienced insurance specialist who works closely with families, landlords, and business owners. Rebecca has a talent for breaking down complex tax issues into clear, practical strategies that help protect wealth and keep properties in the family. Her approach is educational, easy to follow, and tailored to real-world investor scenarios.
🔑 What You’ll Learn
✔️ How capital gains taxes work on death — and why so many families are caught off guard
✔️ Strategies to prevent forced property sales when heirs inherit valuable real estate
✔️ How life insurance can cover estate taxes & final costs
✔️ Estate equalization tools to keep peace between siblings and beneficiaries
✔️ How to preserve investment properties & cottages for the next generation
✔️ Tips to create a long-term legacy using structured planning
Who Should Attend?
Landlords • Cottage Owners • Investors • Realtors • Anyone wanting to protect family assets and wealth.
This session is practical and designed to position YOU as the trusted advisor your family relies on.
📩 Save Your Spot
Let’s make sure your investments stay in the family — not in the government’s pocket!