Second Homes and Estate Plans: What You Need to Think About
The cabin, the cottage, the lake house, the ski place, the rental property…whatever you call it, a recreational home and/or income property can be a huge blessing to multiple generations of a family. But when it comes to ensuring it’s passed down, and cared for, in an estate, a lot of questions can come up. Here are some ideas of how to handle a vacation home wisely.
How to Protect Your Assets From Long-Term Care Costs
Long-term care is expensive, and there’s a lot of confusion about where funding comes from and what estate assets will be used to pay for it. Here’s a primer on what to think about when it comes to planning for long-term care in light of your estate goals.
Five Reasons You Need a Will or Estate Plan
After five years in this industry, I’ve seen it all: relationships gone awry, unanticipated financial situations, incredible generosity as well as unfortunate missed opportunities. Here’s what I’ve learned and why it’s so important to have a solid legacy plan in place in case the unthinkable happens.