S2E45 Transferring Cherished Possessions: Where to Start

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

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