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 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
A holistic real estate valuation determines a property's total value by considering emotional, cultural, ecological, and market factors, instead of focusing solely on financial metrics. This process begins by identifying all relevant stakeholders— owners, community members, and environmental experts—whose varied perspectives and interests will shape the assessment.
"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
Who will be involved in making decisions about your land, camp or island that transcend time? Who should be included, who will benefit and who may be upset? While a one person may now hold title, many may be connected to a property. Let us help you identify your priorities and your options, include important stakeholders and facilitate the challenging conversations that may ensue.
"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 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.