Welcome
Second Home Owners
We Love our Second Homes, but Will our Children?
Should we Preserve the Legacy? How?
Second homes are often the most valuable asset in one’s estate and require specialized planning to ensure the home stays in the family. Leaving your valuable family home in equal shares to heirs without a master plan is often a recipe for disaster.
During his presentation, Tim Borchers, Esq. shared successful approaches, encouraging you to think about your home’s protection, succession, and preservation. The process starts by identifying these key considerations:
- Preserving the ability of the family to keep the home in the next generation
- Merits of selling while you’re living including income tax strategies
- Merits of requiring heirs to sell out
- Figuring out your legacy – does it include this home?
- Fitting your legacy into your estate plan
Enter Your Info Below to Immediately Download These Free Resources
Second Home Savvy eBook
Understand how to protect your second home for the next generation in this eBook focused on estate planning and investment strategies.
Second Home Planning Checklist
This checklist identifies all of the considerations to make sure your heirloom or vacation home avoids conflicts over the ownership, management, or disposition of your property.
Coming to Agreement on a Shared Home
This article outlines what should be included in a well-written Heirloom Agreement.
Five Possible Vacation Home Solutions for Your Estate
This article identifies the 5 most successful heirloom property strategies for your home.
Heirloom Test
The Heirloom Test is an objective assessment to determine if you should sell your home or keep it in the family.
Enter your information below to immediately download these resources.
Life is unpredictable. We help you protect it.
Comprehensive planning can keep nearly every aspect of your life and future safe and secure.
