Non Financial Assets
Learn how non-financial assets like real estate, heirlooms, and intellectual property impact estate planning and help preserve your family's legacy.
What are examples of non-financial assets in estate planning?
Non-financial assets include real estate properties, family heirlooms, artwork, jewelry, intellectual property, business interests, and personal belongings with sentimental value. These assets often hold significant emotional importance beyond their monetary worth and require special consideration in estate planning to ensure proper transfer to beneficiaries.
