Annex Wealth Management | Women & Wealth - Brookfield

Saving the Family Cottage

Thursday, June 18, 2026 · 6:00 p.m. ·  2 hour 0 minutes

Brookfield Headquarters

17950 W Corporate Dr, Ste 300 Third Floor Cafe 

Brookfield, WI 53045

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

Alec Durand, JD

Saving the Family Cottage