An estate plan considers not just to whom assets should go, but also how. Each beneficiary is unique and the estate plan should consider their unique situation. This article, by my friend and colleague Steve Hartnett, an estate planning expert, looks at a couple with three very different children and how they might leave the assets for them in three very different ways.
6 Important Estate Planning Considerations – Part 3: Your Kids
- Understanding and Manipulating Estate and Gift Taxes - May 31, 2023
- Estate Planning for Individuals with a Terminal Illness - May 18, 2023
- A Living Trust Allows for Estate Privacy - May 6, 2023