Question
To draft a will; For clause 5 ( the disposition ) should I add any special gifts of money or assets to particular persons in
To draft a will; For clause 5 ( the disposition ) should I add any special gifts of money or assets to particular persons in clause 5 or?
SCHEDULE OF SPECIFIC GIFTS * Schedule*
Beneficiary Name & Details of Gift/s: Victoria Goldthorpe
- Sandra's wedding ring; all of Sandra's gold jewellery
- $10,000.00 in cash outright
Beneficiary Name & Details of Gift/s: $5,000.00 to Mark - Does not want the financial gift to go to his kids if Mark doesn't survive her
Beneficiary Name & Details of Gift/s: Austin to get $15,000.00 - Does want the financial gift to go to his kids if Austin doesn't survive her (if he has any)
Beneficiary Name & Details of Gift/s: Amanda Goldthorpe
- Sandra's diamond necklace (gift outright)
- $15,000.00 in trust until she turns 25. Victoria to be trustee of the trust for Viola, with Victoria's husband as alternate trustee if Victoria does not survive Sandra, giftover to Amanda's kids if she doesn't reach the age of 25, if she has no kids and doesn't reach 25, the balance to charity (Sick Kids)
Beneficiary Name & Details of Gift/s: Mark Harvey
- Sandra's father's guitar (gift outright)
Beneficiary Name & Details of Gift/s: Ronald McDonald House Charity- $75,000.00
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