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Our Team’s Favorite Family Heirlooms–and Some Tips for Preserving Yours!

No matter their culture, location, or financial situation, every family has heirlooms of some kind. As part of our signature legacy planning program, we encourage clients to think about the pieces of artwork, jewelry, cars, tools, or other items they own that have stories and that they might want to make specific provisions for in their legacy plan. Here are a few ideas–inspired by some of our clients–for documenting and gifting those heirlooms: