[WSBAPT] Advancements

[Lisa Schuchman]

I am working on a will with a client who has given one of her (adult)
children money that she’d like credited to his share of her estate.    Has
anyone dealt with how to make a statement of an advancement as part of
estate planning?  Should she note that in her will and keep a tally
separately?  What do you do?

 

Lisa E. Schuchman
206-325-2801
 <http://www.lisaschuchman.com/> www.lisaschuchman.com

Education is what you get when you read the fine print.  Experience is
what you get when you don’t. -Pete Seeger

 

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