Thursday, November 14, 2013

Handing Down a Family Vacation Home

Vacation homes are often places where happy family memories are made. Unfortunately, they can also be the source of headaches and disputes when heirs disagree about how to manage them.
So, as many second homeowners are closing up their family retreats for the season, it might be a good idea for those at or nearing retirement age to think about how they might pass the asset down to the next generation — especially when multiple children and their spouses will be entering into joint ownership.
Create a Master Plan: Before anything else, have honest conversations about whether there’s an interest in keeping the home. After crunching the numbers, it might not be desirable or feasible. Even if there is no mortgage, there are taxes and maintenance costs. Plus, there’s the cost of traveling to and from the home to use it.
If everyone is still game, create a master plan for the home, detailing its long-term future and how it will be handed down. For example, decide if the home is to be a place of solitude or used for frequent entertaining. Discuss any plans to develop the property further.
Also, it might be a good idea to discuss the idea of renting out the home when it’s not in use. A recent report from HomeAway, an online marketplace for vacation rentals, found that vacation rental owners were able to make, on average, $1,778 for a weekly rental over this summer. If all this planning feels like you’re treating the home like a business, you’re on the right track. This mission statement should be formal and set some structure for how the home will be used.
When there are multiple people who will gain ownership of the property, it’s also best to appoint someone as manager. That person will pay the insurance premiums, utility bills or repair the roof in the case of an emergency, she said. Sometimes the role of manager is rotated every couple of years, and it often comes with a reward of an extra time slot at the vacation home or a longer or a more desirable slot.
House Rules: By establishing house rules, everyone is clear about how time slots to use the vacation home are chosen, and how they need to leave the home once they’re done. Some families create a checklist to ensure towels are washed, folded and put away; the dishwasher is empty; and perishables are removed from the refrigerator. Failure to follow the rules can bring consequences, such as having your next use period shortened by a day or having the last pick of time slot next season. Or, if a professional cleaner has to come to tidy up after you, you might have to pick up the bill.

It’s also important to create rules on how someone can get rid of their share of the home — especially if they don’t have the means to pay expenses.

For real estate related tips http://findneworleansproperties.com/



No comments:

Post a Comment