Summer House: Legacy Planning
for Vacation Properties
As summer fades, many families are exploring options for how to include beloved vacation properties as a portion of their overall estate transfer. This article discusses various concerns and strategies that clients should consider as they look for ways to reduce taxes and preserve assets.
We hope this paper can ignite the conversation about preserving these legacy properties for the next generation.
Click below to review our guide. If you have any questions, please contact your Edge Wealth Advisor for further discussion.