March 2017 - Second Home Savvy

Posted March 28, 2017

The One Asset You Can’t Divide Equally

Most financial assets are easily distributed to heirs upon death. Stocks, bonds, cash, and IRAs can all be divided into equal units — allowing each heir to decide what he/she wants to do [...]

By Tim Borchers, AEP®, Attorney

In Second Home Savvy

Posted March 6, 2017

The Vacation Home: A Blessing or a Curse for the Next Generation?

The vacation home…It evokes the picturesque cottage by the water or in the mountains. The home may be the Kennedy compound, Shrek’s humble “Swamp,” or something in between. But when [...]

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