We've talked (and written) before about personal property lists, will provisions and how to handle the property you take charge of as trustee or personal representative of your parent's estate. But we also have some advice for clients before they die. Maybe you want to consider making gifts of tangible personal property well before your death. Maybe today.
Yes, we do want you to complete a personal property list. No, you don't need to list (or even itemize) every item of tangible personal property you might own. No, you don't need to have items appraised -- unless, of course, you want to schedule them on your homeowner's insurance.
Join us for a discussion about managing your personal property to make it easier for your heirs.