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December 2013 Archives

Include family heirlooms, personal keepsakes in estate plans

Many Silicon Valley residents think that estate planning is all about passing on their financial assets. It is true that wills and trusts are tools that allow California residents to plan for the distribution of their financial estates after they are gone. However, estate planning also allows people to make intentional decisions about passing down family keepsakes and items of sentimental value. This is a very important piece of estate planning, as most Americans are actually more interested in heirlooms than money.

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