Annex Wealth Management | Brookfield

Saving the Family Cottage

Thursday, August 20, 2026 · 6:00 p.m. ·  1 hour 30 minutes

Brookfield Headquarters

17950 W Corporate Dr, Ste 300, Third Floor Cafe 

Brookfield, WI 53045

Complimentary dinner and refreshments during event.

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.



Alec Durand, JD

Deanne Phillips, CFP®, CDFA®, ABFP℠ Managing Director of Client & Community Engagement

Saving the Family Cottage