What should a person planning to write a will or to create a trust keep in mind?
Who should get the bowl that grandma used at every Thanksgiving dinner? Head off family conflicts by keeping items with high sentimental value in mind.
It goes almost without saying that parents should provide instructions for who is to care for their children should anything happen.
Is the plan to keep the family home in the family, or is the plan to sell the home? If your home is to be sold, it is simpler to instruct that the Personal Representative (also called the Executor in some places) sell the house and disburse the proceeds than for multiple beneficiaries to jointly sell the house.
Beneficiaries Who Cannot Handle Finances
Whether they are minors, victims of a disability, or otherwise unable to handle money, some beneficiaries may need more guidance than others with their inheritance. If this is the case, a trust may help provide the needed control.
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