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Episode 72- Estate Planning: What is Equal vs What is Fair w/ Jessica Elie of Loopstra Nixon LLP
We sat with Jessica Elie to discuss the concepts of equal vs. fair when doing your estate planning.
Often, the way we divide up our assets for our beneficiaries may be equal, but not fair due to different family & economic structures or situations of the beneficiaries.
Many families have children that are probably more successful than other children in the same family. Punishing those successful kids for their success (by limiting how much or what they inherit) may be problematic when it comes to inheriting assets.
Tune in to listen how Jessica Elie suggests you approach this very common…
The skinny
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