Second Home Savvy eBook

Understand how to protect your second home for the next generation in this eBook focused on estate planning and investment strategies.

Second Home Planning Checklist

This checklist identifies all of the considerations to make sure your heirloom or vacation home avoids conflicts over the ownership, management, or disposition of your property.

Coming to Agreement on a Shared Home

This article outlines what should be included in a well-written Heirloom Agreement.

Five Possible Vacation Home Solutions for Your Estate

This article identifies the 5 most successful heirloom property strategies for your home.

Heirloom Test

The Heirloom Test is an objective assessment to determine if you should sell your home or keep it in the family.