Legacy Considerations When Purchasing a Second Home

If you’re considering purchasing a vacation home and want to make tax-wise choices to take title in it, or you plan to pass down a vacation home to your children, there are major estate planning considerations to avoid friction and ensure your intentions are carried out.

Hear from Mary Louden, Brighton Jones director of estate planning, and TaraLynn Reinhart, a Brighton Jones estate planning advisor, about the factors for acquiring or including a vacation property in your legacy plan.

After attending this session, you’ll understand

• Ways you can choose to title second homes
• The considerations for lasting success and flexibility
• How to discuss second homes with your family and advising team

Meet Your Presenters

Mary Louden, JD, LLM – Director of Estate Planning

Mary E. Louden is the principal attorney at 2030 Law. Mary works to align financial planning goals with the legacy clients desire to leave behind for their family and community. She provides guidance on estate planning issues and develops comprehensive plans to address clients’ personal needs, including tax planning, wealth transfer strategies, business succession planning, and charitable gifting

TaraLynn Reinhart, JD – Estate Planning Advisor

TaraLynn Casperson Reinhart is an estate planning attorney at 2030 Law. TaraLynn provides clients with individualized estate, gift, and generation-skipping transfer tax planning advice, with a focus on planning for ultra-high net worth individuals, families, and closely held business entities. She also assists clients in identifying charitable and legacy goals and incorporating those priorities into their estate plans.