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Getting your will/trust done is a serious business. Yet, for some, it also can be an opportunity to do something uniquely special for loved ones from the grave.
Legendary comedian Jack Benny is said to have left instructions in his will that his wife was to receive one long-stemmed red rose every day for the rest of her life. One fellow in the U.K. set aside $5,000 for his friends to enjoy a boys weekend away. Another stipulated in his will that funds were to be used to plant a million flowering bulbs in his favorite town.
No matter the instruction – serious or sentimental, a will/trust is the only way you can be sure your beneficiaries receive what you want, when you want. Without one, the state will dictate what happens to your possessions and assets once you pass away.
More than most, I understand that it’s difficult to consider your final wishes and instructions – every day I speak with people who would rather be anywhere than meeting with me. However, these discussions need to take place.
Last month on Christmas morning, we had a fun time making our kids “work” for their big present. They were given instructions for a scavenger hunt – they were required to take photos with a friend’s dog, a sleepy teenager, Blackie’s statue, a shell on the beach, and other things. The kids drove around town together, and after we laughed at the funny photos – they received tickets to a popular band, Maroon 5.
Now, I’m not proposing you should send your beneficiaries on a scavenger hunt, however, tempting that may be. What I am saying is that tucked with the volumes of legal language in your will/trust could be something special for them to remember you. For me, my wife has asked for a massage once a week for the rest of her life.
What do you think your loved ones would like?