Family Cottage and Family Cabin Planning

By Shayna Borakove

Family Cottage and Family Cabin Planning

It’s that time of year when you can hear the faint sounds of lowering boats, crackling firewood and sizzling marshmallows. By now your cabin or cottage has been readied to receive your family and friends, and perhaps you have taken that drive up to savor all that joy Wisconsin brings in the spring and summer. Perhaps one night, you may start contemplating how to ensure your cabin can always be the meeting ground for your family – that is, how can you ensure your family’s cabin legacy continues? We use the following Family Cabin Poll and Discussion Tool when we explore our clients’ goals and objectives.

Follow the link below for our Family Cabin Poll & Discussion Worksheet:

http://borakoveosman.wpengine.com/wp-content/uploads/2019/06/Family-Cabin-Discussion-Poll-and-Checklist-2019-pswd-p-2.pdf

This post and the Family Cabin Poll & Discussion Tool is subject to the following: Copyright 2019 Borakove Osman LLC. All Rights Reserved.

About the Author

Shayna’s practice is focused on foundational and advanced estate planning with a special emphasis on multi-generational transfers, estate tax mitigation, and business planning, including succession, for the business owner. She believes in the value of including the family’s trusted advisors in the planning process, assuring the most complete plan possible.