Assume nothing

Many people have fond memories of summers at family properties like farms, cabins, and cottages. Family property owners may have dreams of passing the family property and traditions to children and grandchildren. But it’s important that your clients don’t assume their beloved property will pass along seamlessly to the next generation and beyond. How do you help your clients create a plan so the family vacation home doesn’t become a family argument?

At Legacy Planning for the Family Property, you’ll learn how to create a framework for future ownership and management of family properties. Additionally, you’ll understand how to:

• Incorporate family values into ownership and management decisions
• Restrict ownership to family members and spouses
• Determine permissible uses of the property
• Plan for future costs, repairs, and maintenance

Give your clients the peace of mind that comes with knowing their wishes for the future of the family property will be respected with minimal family friction.

Assume nothing

Many people have fond memories of summers at family properties like farms, cabins, and cottages. Family property owners may have dreams of passing the family property and traditions to children and grandchildren. But it’s important that your clients don’t assume their beloved property will pass along seamlessly to the next generation and beyond. How do you help your clients create a plan so the family vacation home doesn’t become a family argument?

At Legacy Planning for the Family Property, you’ll learn how to create a framework for future ownership and management of family properties.