Annex Wealth Management | Brookfield

Saving the Family Cottage

Thursday, April 3, 2025 · 6:00 p.m. ·  1 hour 30 minutes

Annex Wealth Management, Brookfield 

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.

Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠ Director of Client Learning & Development

Amy Kiiskila, JD, CPA, CFP® Director of Wealth Strategy

Saving the Family Cottage