Posts Tagged ‘Gift in Kind’
A Generous Dream Come True
Edward and Felicity Jones’* life together had settled into a happy rhythm. Their day-to-day needs were simple, and thanks to sensible planning, their retirement income comfortably covered all the essentials. Many of their retired friends were seizing the opportunity to travel or purchase the car or home they had long dreamed of owning, but Edward…
Read MoreBuried Treasure
Lately, I have had several conversations with people about downsizing or simplifying their estates. Some talk about rearranging their financial affairs to make life easier for their executors someday. Others face the physically and emotionally demanding task of moving from the homes they have lived in for many years to smaller, more manageable accommodations. Furniture,…
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