Parents often decide to leave one child a specific asset and provide an equalizing cash bequest to the other. This article by my friend and colleague Tereina Stidd, an estate planning expert, explores how specific bequests may provide unintended results. Read on to learn more.
- Just When You Thought You Understood the 10-Year Rule, Think Again - May 21, 2022
- Let’s Talk about Trusts…and Taxation - May 17, 2022
- What Estate of Marion Levine Means for Life Insurance - May 15, 2022