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Sibling Harmony and Estate Planning: Debunking the Belief That Good Relations Trump Leg
Manage episode 435302945 series 3515176
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Estate planning mistakes ruin families. I discuss how ambiguity and perceived favoritism often lead to inheritance disputes. Learn key strategies to preserve harmony like clearly communicating wishes, properly providing for special needs children, detailing specific personal item bequests, and proactively planning to avoid taxes. Safeguard relationships alongside legal and tax considerations with a carefully crafted estate plan.
Tune in to the Legacy Talk podcast to hear cautionary tales and actionable advice.
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