1. EachPod
EachPod

How To Handle Rare Or Expensive Gifts?

Author
Nick Rosenbauer
Published
Thu 21 Sep 2023
Episode Link
https://completeestateplanning.podbean.com/e/how-to-handle-rare-or-expensive-gifts/

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.


 


Contact:  


513-463-6789  


[email protected]


https://cincinnatiestateplan.com/contact/ 


 

Share to: