Succession planning for special places
Land and vacation homes are far more than assets— they are where stories are told, traditions arise and a deep sense of belonging takes root.
Yet, without thoughtful planning, these cherished places risk being left to chance, lost to development, or separated from the people and values that make them special.
Take proactive steps to understand your property’s holistic value and the best path to preserve, honor, and pass on what matters most, it’s your legacy.
Services
Discovery + Decision
When a camp, island, or tract of land holds deep meaning, its value is never just financial. I’ll guide you through structured conversations to understand the full value of your property, bring the right people into the discussion, and reach a clear, shared decision about what should happen next—often keeping the property in a family LLC, pursuing conservation, or letting go with intention. Click below to learn how this guided discovery and decision‑making process works.
"I realized that the true value of the house was not in its real estate appraisal, but in the memories that filled it—the laughter, the tears, the generations of lives lived within its walls."
-The Big House: A Century in the Life of an American Summer Home by George Howe Colt
Legacy Planning
Through a sequenced series of structured questions and conversations, we translate your values into clear agreements about roles, use, money, and decision‑making—including how to prevent and resolve tensions—so you conclude with an operating agreement draft that an attorney can efficiently formalize, and a family that has practice making good decisions together.
"Develop a legal structure to take care of the business of ownership, freeing you and your family to enjoy your precious time at the cottage."
-Saving the Family Cottage: A Guide to Succession Planning for Your Cottage, Cabin, Camp or Vacation Home
Conservation Preparation
Conservation planning helps landowners efficiently prepare for a conservation easement or gift by clarifying goals, evaluating resources, assembling documentation, and connecting with conservation organizations. Services include guidance on objectives, resource assessment, coordination with relevant agencies—streamlining each step to save time and simplify the process.
“If you care about your land, you can not rely on someone else to keep the pavement away.”
-Preserving Family Lands by Stephen J. Small
Schedule a complimentary consultation
Take the next step to ensuring your wishes and values are honored for generations to come by scheduling a conversation.