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Your vacation home: Enjoy it while you are alive, and plan for it at your death

Just like your primary residence, a vacation home is an asset that should be considered in your overall estate plan, and, depending on the location, it may even require specialized planning. Read this article by Patricia Annino and Dara Factor from Rimon PC to learn about the relevant planning considerations and options for your vacation home.

Click Here to Download the PDF

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The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal, or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any planning strategies. SMRU 5018918 Exp. 04/30/2028

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