Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for June, 2015

Personal Property Items

by Antoinette Bone on Jun 9, 2015 Posted on Our Blog

It’s natural that estate planning efforts focus on big-ticket items, such as real estate, business interests, retirement assets and brokerage accounts. But it’s important not to ignore the “small stuff,” like artwork, jewelry, furniture, antiques, clothing and collectibles. These items may not be as insignificant as one thinks. This post explains why it can be beneficial […]