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WOMEN & WEALTH | Saving the Family Cottage | 6/18/2026

June 18 @ 6:00 pm - 8:00 pm

When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements, keeping your vacation home out of the hands of creditors and divorce settlements, and creating a smooth transition of property from generation to generation while seeing how this fits into your financial plan.

Details

Organizer

Venue

  • Annex Wealth Management Headquarters
  • 17950 W Corporate Drive Suite 300
    Brookfield, WI 07045 United States
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