ESTATE PLANNING

Why Include Jones & Horan in Your Estate Planning?

Many collectors express concern that their family will not know what to do with their collection of timepieces, coins/currency, writing instruments, or precious metals if something happens to them. 
 

We Help Collectors Achieve These Important Goals: 

1. Ensure your collection benefits your family or friends after you're gone, instead of turning the liquidation into a full-time job.

2. Get a strong return on investment, avoiding unscrupulous parties that may attempt to take advantage of those who aren't familiar with the value of your collection when finding a buyer.
    

How to Include Jones & Horan in Your Estate Planning:
With over 40 years of estate liquidation experience, we understand that selling these cherished items is never an easy decision. You can trust Jones & Horan to help you throughout the entire process, from accurately assessing value, photographing and writing up detailed reports, and auctioning the items to maximize the return on investment. 

Choose one of the methods below and consult with an estate attorney or estate planning professional to ensure your decisions are legally recognized by your state.

 

1. Codicil to a Will – A Codicil is defined as an addition or supplemental document to a Will, in order to add to, remove, or alter certain provisions of the Will without revoking it. The original Codicil should be kept with the original Will, and copies should be given to all parties who also have a copy of the Will. Review a sample Codicil here.
    

2. A Directive Letter (Letter of Instruction or Letter of Intent) – Although not a legal document, this informal letter can provide valuable guidance and act as a road map to your estate. Review sample verbiage to be included in a Directive Letter here.
    

3. Create a New Will – Some attorneys may recommend a new Will over the above choices in order to avoid potential confusion between two documents. Within the Will, it could be clearly stated that Jones & Horan is to be engaged for the disposition of your collection of timepieces, jewelry, coins, and more.
    

When Should I Include Jones & Horan?
We always find it beneficial for families to get ahead of their estate planning. Execute one of the methods above as approved by your attorney or estate professional, or simply contact Jones & Horan today to discuss your options. 
 

Many of our clients find it exciting to sell their collections well in advance of their passing. This allows total control over the pieces that stay with the family, allowing our team to present the rest to our global clientele. 

To find out how Jones & Horan can assist you in your estate planning, please contact Owner/Auctioneer Patricia (Patty) Jones at (603) 623-5314 or auctions@jones-horan.com.