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Ian Bowers

United Kingdom
941 Posts
Posted - 23/12/2017 :  16:59:13  Show Profile
Yes, expression of wishes but everything goes into trust so the trustees oversee the distribution (loan or gift) to avoid any 'undue leverage' from any of the beneficiaries, and limit the risk of any key asset departing should there be a divorce.

Ian Bowers
OD 6791
J3 3772
Edited by - Ian Bowers on 23/12/2017 17:00:25
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leckstein

USA
411 Posts
Posted - 23/12/2017 :  19:06:04  Show Profile
Dick, yes. We often prepare wills with such statements. particularly when it comes to possessions that are not real-estate or financial items. I refrain from listing rings, cars, stamp collections etc. in the body of the will as these items change from time to time. But sometimes a specific request is included.

Mike L
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