Friday Jun 21, 2024
The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate
In this episode, we're exploring two different paths you can take when designating benefits. We focus on the pros and cons of itemizing individual accounts versus dividing a percentage of your entire estate. We also look at how each approach can impact your financial legacy. Tune in as we break down these strategies to help you choose the best path for your estate planning goals.
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Comments (1)
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This was helpful. It also would have been good to hear thoughts about splitting up a home, potentially between all children or only a couple of them. I’d also be interested to know if all children are allowed to hear/see the will and trust, or if the executor is only required to inform each heir regarding specifically what they have been left. Thank you.
Saturday Mar 22, 2025
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