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Creating Your Estate Plan: When Being Fair Doesn’t Mean Being Even

EstatePlanning Tree APA 750x350

The transfer of wealth to heirs through your estate plan communicates many things to those we leave behind. It says who is remembered, who is loved, who is important, and who we trust to be in charge. Therefore, dividing assets between your children can be a stressful ordeal. Many parents want to be fair to everyone, interpreted as an even split of all assets. For some families, however, an even split doesn’t make the most sense. How you handle this delicate situation with your own family depends on many personal factors. 

Sometimes being fair doesn’t mean being even when it comes to estate planning, but - in all cases - family meetings can help.

Click here to read more about the Allegiant Private Advisors team’s perspective in a new article on SarasotaMagazine.com.

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