Appraisals and Estate Planning: How to Manage Your Collection and Legacy

Appraisals and Estate Planning: How to Manage Your Collection and Legacy

This lecture provides valuable insights into the process of managing personal collections and estate planning.

Wed
,
Aug
21
,
2024
7:00 pm
10:00 pm

Details

This event is free to attend.

Presented by: Revere Auctions

This lecture provides valuable insights into the process of managing personal collections and ensuring their proper handling, both from an insurance perspective and as part of estate planning. Learn about how specialists value various items within a collection, whether they be art, antiques, jewelry or something more unique. We discuss the emotional significance of passing down treasured possessions to future generations and how to balance that when it comes to selling them. Delve into estate planning for individuals who wish to preserve their collections and legacy for future generations. Including strategies for minimizing ensuring proper distribution of assets according to the individual's wishes and considerations for charitable giving or gifting. Overall, attendees of the lecture will gain a comprehensive understanding of how to effectively manage their collections and plan for insurance and their estate, ensuring a smooth transition of assets and a lasting legacy.

Let us know you'll be joining by making reservations with the front desk:

(651) 222-1751 ext. 0 | frontdesk@ucstp.com

Location