Annex Wealth Management invites the community to hear from top financial experts on what you and your family can do if you inherit a family vacation home. Cottages “up north” are supposed to be havens for families to grow closer to one another. But, when multiple family members inherit a vacation home together, problems can arise. One beneficiary might not want to go there at all, one might want all the best holidays, and one might not have the money to help offset expenses. Arguments and family squabbles can develop from even the best of intentions. The good news is that some of this discord is avoidable with proper planning.
Join Annex Wealth Management’s financial experts as they discuss some solutions for making a smooth transition from generation to generation with a vacation home. There is no cost to attend the event.