Tax Information
There are several tax and non-tax issues to consider when planning to transfer a vacation property to your beneficiaries, especially if more than one beneficiary is involved. This Vacation home planning article can assist you in understanding some of the key issues involved.
Estate Information
By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a lasting legacy for your family. For more information on how to create a comprehensive Estate Plan please contact me.