personal property memorandum

Estate Planning for Your Personal Property

Estate Planning for Your Personal Property

Personal items — which may have modest monetary value but significant sentimental value — may be more difficult to address in an estate plan than big-ticket items. Squabbling over these items may lead to emotionally charged disputes and even litigation. In some cases, the legal fees and court costs can

Sonya Foster2022-08-23T09:19:02-06:00August 23rd, 2022|

Personal Property Memorandum for Leaving Assets With Sentimental Value

Personal Property Memorandum for Leaving Assets With Sentimental Value

When planning your estate, you’re likely focused on major assets, such as real estate, investments and retirement plans. But it’s also important to “sweat the small stuff” — your tangible personal property. Examples include jewelry, antiques and photographs. These personal items — which often have modest monetary value but significant

Sonya Foster2021-04-12T14:55:09-06:00July 30th, 2019|