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WOMEN & WEALTH | Saving the Family Cottage | 12/19/2024

December 19 @ 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

Date:
December 19
Time:
6:00 pm - 8:00 pm
Website:
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Organizer

Annex Wealth Management
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Venue

Annex Wealth Management Headquarters
17950 W. Corporate Dr
Brookfield, WI 53045 United States
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Phone
(262)786-6363
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