Family vacation homes — joys and challenges

As we close in on the last big holiday weekend, I am thinking about family vacation homes.

Family vacation homes are the source of both joys and challenges.

In the movies, it’s all about the joy of the family being together, in a treasured location.

In reality, the challenges of maintaining, sharing, and planning for the future of that treasure are often daunting.

And it’s about much more than getting the tax structure right.

I can help you and your family keep the joy while addressing the challenges.


Posted in Family Wealth Mediation, Wednesday, August 31st, 2016