What’s the best way to handle sentimental family items in my estate plan?

This transcription was AI generated

Transcription:

00:00:00 – 00:01:02

Sentimental items in an estate plan are are easy to deal with. One way is you put it in your will. So, there’s a line in your will that says, “My daughter Debbie gets grandma’s brooch.” The problem with that is that if you decide that you don’t want Debbie to get it, you have to redo your will. There is what’s called a tangible personal property statement. So if you say in your will, I have one of these or I might have one of these, you can write in that tangible personal property

00:00:31 – 00:01:14

statement, Debbie gets grandma’s bridge. And then the next day decide, no, I don’t want Debbie to get it. I want Susie to get it. You just tear up the first one and write a new one. You don’t have to redo your will. If you want to talk about personal property statements um with me, I’m happy to take your call and we can discuss that or any other estate planning.