When Heirlooms Become Assets

I recently had the privilege of sitting down with Stacy Francis, founder of Francis Financial, the non-profit organization Savvy Ladies, and the host of Financially Ever After podcast. Our conversation focused on estate planning for tangible assets, including art, jewelry, and other specialty collections, and what to expect from the appraisal and auction process. Oftentimes tangible assets are an afterthought in estate planning and families are burdened by how to approach collections after a spouse, parent, or loved one passes away. Poorly planned bequests can cause family rifts at a difficult time and our conversation covers the most commonly encountered pitfalls in estates. From estate planning professionals to collectors, there is something for everyone in this conversation, and we hope you enjoy listening

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