If you’re like most owners of a vacation home, you view that property as a treasure — a family heirloom to be passed from one generation to the next. That may be your intent; but without [...]
Second Home Case Studies
Remarriage & Vacation Home Succession Planning
Donald and Theresa Grecco purchased a home on the shore of New Hampshire’s Lake Winnipesaukee back in the early 1970s when they were just starting a family. It was a stretch for their budget, but they were willing to sacrifice.
See how this family responded to growing children, unexpected life events, marriages, and grandchildren by downloading this case study.
Beach House Succession Planning
As soon as James and Holly McDonald saw the house, they knew it was the one. They’d been thinking about buying a Cape Cod beach house for several years, but none seemed quite right until the 19th-century ship captain’s house in Falmouth Heights. Despite needing substantial repairs and remodeling, they made an offer on the spot and never regretted their purchase!
See how this family responded to upkeep, careers, marriages, and broken hearts by downloading this case study.