QUESTION

Is it common to put certain household items in a will?

Asked on Oct 11th, 2013 on Estate Planning - Michigan
More details to this question:
I want to give certain family heirlooms to certain members of my family. Is it common to put that kind of stuff in a will or do people usually just let their wishes be known privately? My children don't like to talk about that stuff, but there are certain things I want to be passed down to each of them.
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18 ANSWERS

Corporate/Business Attorney serving Beachwood, OH at Christine Sabio Socrates Attorney at Law
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I always recommend putting these items in a will so there is no questions who these special items like heirlooms are to be distributed to.
Answered on Oct 24th, 2013 at 2:40 PM

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In Missouri, the will can leave personal property by referring to an attached list. The list can be changed at any time. If no list is attached, the executor will determine how to distribute the property.
Answered on Oct 16th, 2013 at 11:40 AM

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Trusts Attorney serving Sacramento, CA at Law Office of Victor Waid
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Yes, you can designate a specific item to a person, as long as the item is identifiable. However, you may want to consider an estate plan whereby a trust would be formed, and all of your assets specifically designated to whoever, and set forth in an exhibit list; sometime, it is wise to include pictures of the item in the exhibit list. Advise you seek a competent estate planning lawyer to assist you.
Answered on Oct 15th, 2013 at 4:54 AM

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Taxation Law Attorney serving Glendale, CA at Irsfeld, Irsfeld & Younger LLP
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I think it is best to put it in a will, but many people don't put it in writing or do so only informally.
Answered on Oct 15th, 2013 at 4:07 AM

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Probate Attorney serving Roseville, CA
Partner at James Law Group
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You should ABSOLUTELY put these items in your will or at least in a writing attached to your will and signed and dated by you.
Answered on Oct 15th, 2013 at 2:13 AM

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Probate Attorney serving Las Vegas, NV
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Most people use a list to accompany a Will so they may more freely update it without having to visit the attorney. This information is only intended to give general information in response to an inquiry. It does not establish an attorney client relationship. This response is only based upon the limited facts presented and is merely intended to assist you in determining if you should contact an attorney to provide you with legal advice.
Answered on Oct 15th, 2013 at 2:04 AM

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Business Planning Attorney serving Livonia, MI at Frederick & Frederick Attorneys at Law
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It is always best to get this kind of thing in writing, so there are no misunderstandings about your intent. Having it written down may help to avoid fights between the beneficiaries over who gets what.
Answered on Oct 14th, 2013 at 1:33 PM

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Civil Litigation Attorney serving Ventura, CA at The Law Office of Robert I. Long
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In California, these gifts are called specific bequests. Yes, it is common practice to put them in a will, and adds assurance your wishes will be followed. Be sure to indicate for gifts to residuary beneficiaries whether the gift counts toward their distributive share or is in addition to it. In close families with no conflict, it can be done informally, by simply leaving a list with the child in charge. But unless you are sure of it, the safer practice is to put it in the will.
Answered on Oct 14th, 2013 at 1:31 PM

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If it matters, put it in the Will. That way, it is enforceable. Telling people privately creates endless disputes among the family when you're gone. The very best thing to do is to give the heirlooms to the people who should have them. Do it now, do it at Thanksgiving dinner so everybody sees it happen. Then there will be no disputes.
Answered on Oct 14th, 2013 at 12:44 PM

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Estate Planning Attorney serving Castle Rock, CO
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Colorado allows the use of a Personal Property Memorandum that is referred to in the Will. This is a much more flexible tool than listing specific items in the Will.
Answered on Oct 14th, 2013 at 12:12 PM

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Placing specific bequests in a will avoids any confusion or conflict after your death.
Answered on Oct 14th, 2013 at 11:17 AM

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Put these wishes in a will or trust.
Answered on Oct 14th, 2013 at 11:12 AM

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Thomas Edward Gates
You know longer need to put these items in a will. Rather, the will refers to a Letter of Instruction for Personal Property, This separate document, in your handwriting, identifies the individual and the item you wish this person to receive. You can add or delete from the list at any time. It does not require a witness of need to be notarized.
Answered on Oct 14th, 2013 at 10:46 AM

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Divorce Attorney serving Bingham Farms, MI at Gottlieb & Goren, P.C.
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You can do it by a list that you can change as often as you want, without having to update your Will. It is separate from your Will, but your Will must reference it.
Answered on Oct 14th, 2013 at 10:35 AM

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Acquisitions Attorney serving Lincoln, NE at Jayne L. Sebby
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This issue comes up a lot. There are a couple of options. If the items are valuable, you may want to include them in your will. If they are primarily emotionally valuable, you can make a list of who gets what and keep that with your will and other valuable papers. Or you can attach a note on the back/bottom/inside of the item with directions as to who should inherit it.
Answered on Oct 14th, 2013 at 9:14 AM

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In Missouri you can state in the will that you have prepared a list of items that you want to pass to certain people mentioned in the list. The language is usually as follows in the will: if a list prepared, dated and signed by me prior to my death is found at my death which disposes of part or all of my tangible personal property, including all my jewelry, books, pictures, clothing, all articles of household or personal use and adornment, household furniture and effects, and automobiles which I may own at my death, those persons designated in such list shall be entitled to receive the property so listed. Doing it this way allows you to change your mind without having to do a codicil to the will.
Answered on Oct 14th, 2013 at 8:48 AM

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Probate Attorney serving New Orleans, LA at James G. Maguire
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One solution is to gift those items while you are still living. If they are items of great financial or sentimental value, distribute them in your will, to avoid misunderstandings down the road.
Answered on Oct 14th, 2013 at 8:44 AM

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Appellate Attorney serving Grosse Pointe Farms, MI at Musilli Brennan Associates, PLLC
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There are various methods, see an attorney about the best way to meet your desires without probate.
Answered on Oct 14th, 2013 at 8:44 AM

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