Your clients are proud of their cottages. Whether these second homes are inherited or recent purchases, these retreats are welcome respites from busy lives.
But cottages take work. They need maintenance, those costs affect tax, and they need to be in their estate plans.
You’ve discussed these concepts with your clients, but the opening of cottage season means it’s an ideal time for a refresher.
These articles from Advisor To Client are just the conversation starters you need:
Print these articles to pass along to clients, or share them using Twitter, LinkedIn and the site’s email button.
And if you’re looking for other helpful tools, head to Advisor To Client for Action Steps, Conversation Starters and ready-to-go client Worksheets and Presentations that will help you serve your clients better.