Annex Wealth Management | Women & Wealth

Saving the Family Cottage

Thursday, December 19, 2024 · 6:00 p.m. ·  2 hour 0 minutes

Annex Wealth Management

17950 W Corporate Dr.

Brookfield WI 53045

Third Floor, Café

When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements, keeping your vacation home out of the hands of creditors and divorce settlements, and creating a smooth transition of property from generation to generation while seeing how this fits into your financial plan.

Deanne Phillips, CFP®, CDFA®, ABFP℠

Alec Durand, JD

Saving the Family Cottage