Vacation homes often represent some of a family's most cherished memories and legacies for children and grandchildren. However, planning for their transfer to the next generation can be messy and lead to significant family conflict. Also, adding your children as co-owners to your vacation home during your lifetime can have significant negative tax consequences, as […]
As we get older, many of us wrestle with important questions: Do I want to age in my current home or move to a new living environment? What will my health needs require? What can I afford? What resources are available to me to help accomplish these goals? Learn about various long-term care strategies and […]
Planning for a loved one with a disability comes with unique considerations and opportunities. This session introduces strategies to create a secure, meaningful future. Learn how to structure a Special Needs Trust to protect benefits, manage taxes, and allow family contributions. Explore selecting the right trustee, including the potential role of siblings, and how to […]
