• S2E45 Transferring Cherished Possessions: Where to Start

  • Nov 5 2024
  • Length: 24 mins
  • Podcast

S2E45 Transferring Cherished Possessions: Where to Start

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  • Summary

  • We're discussing transferring cherished possessions this month. Cherish possessions are the smaller, non-titled assets that are not necessarily detailed in a will or estate plan. These items can be a source of contention when not planned for. In this episode, we discuss how to get started with planning process including legal considerations and defining family goals.

    For more information:

    Transferring Cherished Possessions: Getting Started

    Wills and Probate

    Guide to Kentucky Inheritance and Estate Taxes

    Federal and Estate Taxes

    Contact us at lifesimplifiedpodcast@gmail.com

    Follow us on Instagram and Facebook.

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