July Breakfast: Beyond the Appraisal: Understanding and Managing Inherited Jewelry
Beyond the Appraisal: Understanding and Managing Inherited Jewelry
Date: Thursday, July 16, 2026
Time: 8:30 a.m.–10:00 a.m.
Location: Red’s Kitchen & Tavern, 131 Newbury Street, Route 1 North, Peabody, MA 01960 plenty of parking on site
Presented by: Abbott & Oaks
The Essex County Estate Planning Council invites members to join us for breakfast and a practical discussion about an often-overlooked component of estate planning and administration: inherited jewelry and personal collections.
The team from Abbott & Oaks will explain how antique, vintage and estate jewelry is evaluated, including the factors that may create value beyond gold weight or gemstone specifications. The presentation will also address common misconceptions surrounding appraisals, purchase offers and auction estimates, as well as the options available to families, fiduciaries and professional advisors when jewelry is retained, divided, gifted or sold.
Topics will include:
- The difference between insurance value, fair market value and actual resale value
- How provenance, craftsmanship, rarity, condition and market demand affect value
- Common mistakes made when inherited jewelry is appraised or liquidated
- Considerations for executors, trustees and families dividing a collection
- How advisors can help clients identify and plan for valuable tangible property
- When specialized evaluation may be appropriate
Please join us for good food, practical insights and an opportunity to connect with fellow ECEPC members.
Warm regards,
The Essex County Estate Planning Council Board
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