How To Handle Rare Or Expensive Gifts?
Complete Estate Planning

How To Handle Rare Or Expensive Gifts?

2023-09-21

Over a lifetime, people can accumulate a lot of “stuff”. This can ultiply as families have children and later inherit from parents or grandparents who pass away. While many accounts and assets have a rather “straightforward” process to pass on, some unique, rare, collectible, and/or expensive personal effects require more care in handling. We’ll walk through the various items to consider.

 

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