How to Keep the Family Vacation Home in the Family May 22, 2020 Bill O’Leary, Esq. Asset Protection, Elder Law, Estate Planning, Power of Attorney, Probate and Estate/Trust Administration Is it time you made a decision on the future of the wonderful getaway that everybody loves but only you maintain? Read More
What’s the Best Way to Pass the Family Vacation Home to the Next Generation? May 6, 2019 Bill O’Leary, Esq. Estate Planning Before gifting a holiday property, an individual or couple (who can gift up to $22.8 million against their lifetime estate-tax exclusion through 2025), should find out whether their children want it. Read More