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GEMs Podcast
Wilmington Trust
25 episodes
1 month ago
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Planning for the Family Vacation Home
GEMs Podcast
10 minutes
2 months ago
Planning for the Family Vacation Home
Many individuals own vacation homes in addition to their primary residences. Frequently, these properties not only have significant economic value but also hold sentimental value. For this reason, incorporating them into an overall wealth and estate plan is critical. Select a plan that is appropriate for your situation. In today’s episode, Matthew Lee, director of Wealth Strategies for Wilmington Trust’s Emerald Family Office & Advisory® helps answer the question, how can holding a vacation home in a limited liability company enhance an overall estate plan?
GEMs Podcast