It's a mistake that's shockingly common among affluent families. It doesn't make headlines. However, it does trigger massive tax bills—and it's costing heirs millions every year.
A truly fair inheritance isn’t always about giving each child the same amount—it’s about making thoughtful decisions that reflect each heir’s situation, role and relationship.
A key goal for many people is to leave enough for loved ones to handle future expenses. If prices rise sharply, the same amount of money will buy less of what your heirs need.
For all couples, conventional or not, planning is important. For unconventional couples, it is essential and a basic ingredient of a loving relationship.
