As September winds down, families nationwide relish their final moments at their cherished vacation homes. These retreats, brimming with memories and traditions, often morph into potential sources of stress when passed down through generations. In our enlightening whitepaper, we address the five pivotal questions every family should contemplate when planning the succession of their secondary residence:

1. What Is a Secondary Residence?

2. What Tax Problems Do Families Face?

3. Can You Avoid Paying a Capital Gains Tax Bill?

4. Are There Ways to Help Your Heir(s) Prepare?

5. What About the Emotional Side?

Leaving a vacation home as a legacy may seem idyllic until the complexities emerge. Secure your family's future by diving into our whitepaper.