Dollars & Sense with a couple of gents

Estate Planning - Passing On The Family Cottage

November 23, 2021 Ellis Financial Group
Dollars & Sense with a couple of gents
Estate Planning - Passing On The Family Cottage
Show Notes

In this episode Wealth Advisors and Gents, Stephen Ellis and Robert Wolfson, discuss items to consider if you own a family cottage, cabin, vacation or rental property. Whether you plan to pass it down to the next generation as a part of your estate, transfer it while you are still living, or even sell it, the gents discuss things you may need to consider to do so effectively.