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Second Home Savvy

Home » Second Home Savvy
 Changes to Mortgage Interest Deduction Rules May Dampen Your Second Home Purchase
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By Tim Borchers, AEP®, Attorney
In Second Home Savvy
Posted March 15, 2018

Changes to Mortgage Interest Deduction Rules May Dampen Your Second Home Purchase

The tax “reform” enacted in Dec. 2017 will affect your ability to deduct mortgage interest going forward, in two ways: 1. Most of us will no longer be able to deduct home equity line [...]

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 Vacation Homes | Small Is Beautiful for You & Your Heirs
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By Tim Borchers, AEP®, Attorney
In Second Home Savvy
Posted March 12, 2018

Vacation Homes | Small Is Beautiful for You & Your Heirs

Small and basic vacation homes can be better than big and elaborate ones. They’re easy to open in spring and close in fall, clean, pack up, and care for. If you are a second home owner, you [...]

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 6 Steps to Protecting Your Vacation Home From Taxes & Battling Heirs
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By Tim Borchers, AEP®, Attorney
In Second Home Savvy
Posted May 2, 2017

6 Steps to Protecting Your Vacation Home From Taxes & Battling Heirs

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 [...]

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 The One Asset You Can’t Divide Equally
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By Tim Borchers, AEP®, Attorney
In 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 [...]

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 The Vacation Home: A Blessing or a Curse for the Next Generation?
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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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 Like Your Business, Your Vacation Home Needs a Succession Plan
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By Chris Cahill, J.D., CFP®
In Second Home Savvy
Posted December 16, 2016

Like Your Business, Your Vacation Home Needs a Succession Plan

Most business owners recognize the importance of a well thought out and implemented business succession plan. Sadly, recognizing the importance of a succession plan and actually developing and [...]

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 Don’t Tangle Your Estate in a Tangled Family Tree
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By Chris Cahill, J.D., CFP®
In Second Home Savvy
Posted October 25, 2016

Don’t Tangle Your Estate in a Tangled Family Tree

In the 1960’s, the Smothers Brothers comedy duo famously complained that “Mom always liked you best.” That was over fifty years ago when the traditional family structure of a once-married husband [...]

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 How to be Second Home Savvy: An Introduction
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By Chris Cahill, J.D., CFP®
In Second Home Savvy
Posted October 20, 2016

How to be Second Home Savvy: An Introduction

Few assets can bring a family together like a second home.  Whether it is beachfront property on Cape Cod or a house on Lake Winnipesaukee, the second home is a source of tremendous joy for many [...]

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