Cash is Not the Best Charitable Gift

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SML Planning Minute
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Cash is Not the Best Charitable Gift Episode 204 – A holographic will is basically a handwritten document that could be someone’s last will and testament. But can an email also be a holographic will? The recent death of Anne Heche has raised this question. More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 204 Hello this is Bill Rainaldi, with another edition of Security Mutual’s SML Planning Minute. In today’s episode, holographic wills and the case of Anne Heche. We first talked about holographic wills in May of 2021 during episode 125. As we pointed out, the term “holographic will” sounds like something out of science fiction, but it’s a misnomer since the wills don’t use technology at all. It is a last will and testament  done with pen and paper–handwritten and unwitnessed. It’s actually a mystery where the term  comes from. Holographic wills are subject to different requirements in different states. Not all states even recognize them. A few states, New York being one of them, will only accept handwritten wills from a soldier in an active combat zone.  Some states require  the entire will be in the author’s handwriting, while others only require the material provisions—such as who is to receive the property—be in the author’s handwriting. Assuming a holographic will is permissible under state law, in most cases it will only be valid if the

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