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2 Results

  • Preserving & Passing On the Family Cottage (without destroying the family!)

    Vacation homes often represent some of a family’s most cherished memories and legacies for children and grandchildren. However, planning for their transfer to the next generation can be messy and lead to family conflict. Plus, adding your children as co-owners during your lifetime can have significant adverse tax consequences down the road, as well as expose your treasured home to your children’s creditors. This class will cover planning techniques to promote a smooth transition of your vacation home, protecting this important asset for future generations. We will review issues such as: Who can and should be an owner and when? Who can use the home and how to divide up time? How best do owners make decisions regarding repairs and upkeep? What are options to fund future costs? Come with your toughest questions!
    Tue, May 14
    7:00 - 8:30 PM
    Arlington High School
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  • Starting Soon

    Estate Planning Essentials

    With both humor and knowledge, a local attorney and estate planning specialist will address fundamentals of estate planning. Essentials: Estate planning is not just for the wealthy—or the old. Nearly everyone has an “estate,” consisting of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, and personal possessions. Regardless of the size of your “estate,” good planning lets you control how your assets are given to the people or organizations you care most about; sets up your heirs for success by passing on their inheritance in a way that helps them; helps you and your heirs pay substantially less in taxes, fees, and court costs; minimizes family strife; and makes it easier for your loved ones to handle your affairs during a time of loss. Advanced Concepts: Dive deeper into end-of-life planning as we cover how to structure trusts for children and heirs to support them on their life journeys, while still encouraging their personal growth and achievement. We’ll discuss additional tax planning techniques to minimize estate and capital gains taxes, potential new tax law changes, provide a brief overview of long-term care planning strategies, and discuss charitable giving tools that can build family unity and shared purpose
    Tue, Apr 30
    7:00 - 8:30 PM
    Arlington High School
    Ages
    18 yr. - 105 yr.
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