Annex Wealth Management | Appleton

Saving the Family Cottage

Wednesday, May 21, 2025 · 6:00 p.m. ·  1 hour 30 minutes

Bubolz Nature Preserve

4815 N Lynndale Drive

Appleton WI, 54913

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

Brian Lamborne, JD, LLM, Senior Wealth Strategist

Saving the Family Cottage