Date: April 16, 2020

Presenters: Chelsey Byers, Molly Hofer

Who Gets Grandma’s Pie Plate?

Almost all individuals have valued personal belongings. Have you ever considered how to pass along your important possessions? This session features information about the importance of making a plan for passing along your personal possessions. Explore ways to talk to family members about the difficult subject of distributing family items with emotional and sentimental value while still keeping relationships intact.

Objectiv

Understand how strong emotions and family relationships can contribute to challenges in transferring personal propertLearn how titled and non-titled property differ and the importance of planning for the transfer of bothIdentify factors to consider when transferring non-titled property Investigate distribution options and consequencesLearn strategies to start inheritance planning conversations with potential receivers Learn to recognize and potentially head off potential sources of conflict

Schedules

  • Occurs Thursday, April 16th, 2020 @ 2:00 pm – 3:00 pm

Venue

Online