If you planning for yourself or someone else, consider these tips:
- Don’t wait. It’s always easier to go through everything when you or the benefactor is in good health.
- Donate items now to enjoy the benefits of the tax write-off.
- Go through belongings and old photos. Write the names of people on the back of each photo so everyone will know who’s who.
- Find out what heirs want. Don’t assume whats invaluable to you will be a treasure for them.