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Philanthropy Wills & Funeral Planning

What To Do With What You Can’t Take With You

We are born hoarders. My wife loves her Grandfather clock inherited from her father. I confess to liking it too. I have my antique egg grading scale, and we both have photos, a piano, furniture, trinkets and treasures, some valuable, some not.  The assumption that we are custodians of our family heirlooms held in trust for the next generation seems no longer valid. Casting my eye over our heirlooms, antiques and antiquated objects, they have a point. Still, among the embroidered table cloths, china tea sets, brass kettles and crystal wine decanters, some will be invested with memories, emotion and relations with others. They need a new custodian, hand them on with care.

Our Personal Record Book includes a set of labels and register in the back pages to help you manage the ‘handing on’ of heirlooms, antiques and even the trivia. Items you want to go to someone special, a grandchild, a friend or neighbour, are labelled with a sticker and an entry is made in the register against the item number. Anything of value should of course, be also itemised in your Will and your instructions as to what to do with it.

Our Record Book has places to record vital information such as the name of your solicitor, your accountant, where you bank, who to inform, and so much more. Copies are free in the interest of helping you organise your affairs.

arthristis-logoIf you would like a copy, please complete the coupon below or contact our office on (08) 9388 2199.

About the author

Alana Lowes

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