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This page contains a single entry by Associate Editor published on September 7, 2011 8:55 AM.

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Creating a Succession Plan for Your Vacation Home

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The Wall Street Journal Online features an article discussing succession plans for vacation homes. The article addresses several factors to be considered when determining how to pass the property to the heirs. Additionally, the article contemplates circumstances under which the property may be most effectively passed through a trust or LLC.

See Rachel Louise Ensign, "Create a Plan to Pass On the Family Cottage," The Wall Street Journal Online (Sept. 4, 2011).

Posted by Adam Bair, Associate Editor, Wealth Strategies Journal

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