Every family has that one place where time seems to slow down. For many of our clients, it’s a lake house or beach condo filled with irreplaceable memories.
The tricky part comes when you want that same place to bring your kids together long after you’re gone.
A bit of planning now can help later:
- Ask who truly wants to keep the property
- Talk honestly about taxes, repairs, and travel costs
- Decide how you want decisions to be made
- Put the rules in writing, not just in group texts
You want the property to feel like a gift, not a burden.
In our work together, we can explore options such as a trust, an LLC, or a clear buyout plan so your wishes are well known and your family has a roadmap for the future.