Broker Check

Personal Property Memorandum

March 17, 2025

Many estate-planning attorneys use a personal property memorandum (memo) for the disposition of personal property.  As helpful as this practice may be in facilitating the changing wishes of the client, is it opening the door for unwanted risks to the client and their attorney? Find out more here:

https://www.wealthmanagement.com/estate-planning/pros-and-cons-of-using-a-personal-property-memorandum

If you have more questions, check out our Estate Planning Seminar this Thursday (see our Events page to register).