Equal Isn't Always Fair: How To Split An Inheritance

Equal means every child gets the same amount. Fair means the split actually makes sense for each of them. One child got $30,000 toward a down payment. Your trust can count it as an advance on their share. One has a disability and gets benefits an inheritance could cut off. Their share can be left in a way that protects those benefits. One took three years off work to take care of you. You're allowed to leave them more. What makes an uneven split work is a few sentences in your own words saying why. Send this to whoever you'd want to have this conversation with. #EstatePlanning #Inheritance #Family #Siblings #LivingTrust