We're discussing transferring cherished possessions this month. Cherish possessions are the smaller, non-titled assets that are not necessarily detailed in a will or estate plan. These items can be a source of contention when not planned for. In this episode, we discuss how to get started with planning process including legal considerations and defining family goals.
For more information:
Transferring Cherished Possessions: Getting Started
Guide to Kentucky Inheritance and Estate Taxes
Contact us at lifesimplifiedpodcast@gmail.com
