Tricky Items To Inherit

People often hold a number of different assets or property when they pass away. Some assets are trickier to pass down to the next generation than others. Here is a list of some of the trickier items to pass down:

  • Vacation homes
  • Artwork
  • Guns
  • Airline miles
  • Pets
  • Retirement accounts
  • Items with copyrights attached to them

While a number of individuals prefer to conduct their estate planning without the use of a qualified attorney, having an attorney counsel individuals on the appropriate way to distribute tricky items can help ensure that the inheritance will go on the way the person intended.

About the Author

Peter Moustakis
Peter Moustakis is the Managing Member of Sowerby & Moustakis, PLLC with locations in Massachusetts and New Hampshire. Peter has received an award related to estate planning, contributed to 2 family law publications and authored the book “Estate Planning and the Modern Family: Old School Meets New School. He is a former President, Vice-President, Secretary Treasurer and Education Coordinator of Business Networking International Commerce Connection in Wayland, MA. He is also the former vice chair of the animal law committee at the Massachusetts Bar Association and served on the New Hampshire Bar Association Ethics Committee. Peter believes that community service is important and has served on the Amherst town Ways and Means Committee for 4 years and was chair of the committee for 2 years.