Real Estate & Property Strategies

Planning is important when you wish to pass down a vacation home to your heirs. An heirloom agreement is a binding agreement that provides the rules for how co-owners will use, share, maintain, [...]

Jointly owned vacation homes can either be a great source of joy or headaches, depending on how well the property — and, just as important, the expectations of the owners — are managed. This post [...]

Co-ownership of an heirloom property can be daunting, with disagreements ranging from whether to allow clotheslines to who is responsible for opening and closing each year. But legacy home [...]

If you are considering gifting a second home to your children in equal shares, take heed. This generous offer can be riddled with complexities that you may not have considered.

Every year a dozen clients (or more) talk to us about their decision to make Florida their primary residence, or on the other hand, about coming back to the northeast after they’ve resided in Florida.

Last month, Twelve Points Wealth Management’s Chris Cahill and I spoke about Heirloom Properties with Harry Margolis on the Ask Harry Podcast. Chris and I co-created Second Home Savvy to help [...]