With the hustle and bustle of daily life, it is sometimes easy to overlook that many aspects of estate planning, while not only pro-active, can be a valuable comfort for a family's future generations. Assets belonging to clients come in all shapes and sizes, such as investments, real estate, jewelry and other tangible personal property. The way to protect those valuables for the future differs depending on exactly what they are.
Clients come to you needing different types of assistance with life events be it divorce, death or simply the need to downsize for a myriad of reasons. Inevitably, they may be forced to dispose of treasured possessions due to space limitations or a need for ready cash and they have to part with art, antiques, furniture, clothes and other no longer needed residential contents. Their options may include:
Gabrielle Goodman, ISA AM, has been a qualified appraiser for over 15 years, and is the owner of Cleveland Appraisal Consultants (CAC).