February 27, 2014 by Kevin Noblet:

“It’s all too common a situation: A client has beloved possessions that he or she thinks the children will treasure someday, too. But have they ever been asked if they really want the house, antique furniture or whatever it is dad or mom held so dear? No, they haven’t. California wealth manager Mark Van Mourick relates just such a case to Wealth Adviser at WSJ.com. The client had $250,000 in Asian art she and her late husband spent 50years collecting. She didn’t want it sold off after she died but, when asked at the adviser’s suggestion, the kidssaid they were likely to do just that. Mr. Van Mourick helped with an estate plan which took that reality into consideration.” READ FULL ARTICLE HERE

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