When thinking about end-of-life details, don’t overlook the items of sentimental value that can be shared with your family now. While alive, you can enjoy both the giving and receiving process.

Many people include their sentimental items in their Last Will and Testament. After their death, they are content to have their property distributed to the intended new owners. Some people never think about giving away items of value, be they sentimental or otherwise, because they included those items in their Last Will and Testament and now think they have to wait to give them to the chosen recipient.

It doesn’t have to be that way. You are the property owner until you take your last breath or give it away, meaning that anytime the spirit moves you or you feel like getting sentimental with a loved one, don’t resist the urge. 

Wouldn’t you rather see and know that your darling granddaughter loves the antique lamp you gave her? Or that your son is delighted to have his dad’s old toolbox for his shop? Suppose they receive those items after your passing. In that case, you will never get to experience their joy, and they won’t be able to appreciate the gifts while you are alive.

Seize the moments to connect with your loved ones while you have the chance. Don’t hold back if you are compelled to gift items for their use now.

Any items that you’ve previously listed in your Will that are no longer able to be “inventoried” (because you’ve already given a gift) will lapse because they are already in the hands of the designated new owner.

We specialize in educating and helping you protect what you have for the people you love the most. Contact us to learn more about how we can help.

RELATED POSTS:

December 20, 2024

Living with chronic conditions like diabetes, arthritis, or heart disease can present daily challenges, but with the right strategies, it’s ...

Strategies for Living Well with Chronic Conditions

December 13, 2024

Sorting through documents, from medical records to financial statements, is a balancing act between necessity and clutter.  So, how do ...

Is it Time to Let Go of Those Old Documents?

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}
Register for Our Upcoming Event!

Age Like You Mean It!

sm

Planning for the Second Half of Life

Our clients love our Zoom concierge meetings! We offer closed captions for the hearing impaired - both in meetings and in the webinar.

youre-not-alone-series-books
You're Not Alone Book Series

A new informational guide for those who have received an Alzheimer’s Diagnosis and their families.

10.0Helayne Levy Payne
Helayne Levy PayneReviewsout of 45 reviews
superlawyers-2022
superlawyers-2021
superlawyers-2022
superlawyers-2023
superlawyers-2024
super-lawyers-5years
>