Episode 49: When Inheritance Isn’t Equal: Greg’s Estate Planning Question

Greg has a complicated estate planning question: He wants to leave money to his grandchildren—but also cut one of his daughters out of what would normally be “her share.” In this episode, we explore the key issues behind Greg’s decision, including fairness, family dynamics, and the legal tools available to make sure his wishes are carried out.  Whether you’re thinking about unequal inheritances or setting aside assets for the next generation, you’ll learn what to consider and how to avoid common pitfalls.Get on our phone calendar, for free, at TuckerRetirement.com.