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APPLETON | Saving the Family Cottage | 5/21/2025

May 21 @ 6:00 pm - 7:30 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

Date:
May 21
Time:
6:00 pm - 7:30 pm
Website:
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Organizer

Annex Wealth Management
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Venue

Bubolz Nature Preserve
4815 N Lynndale Dr.
Appleton, WI 54913 United States
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