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.
Estate planning may not be at the top of anyone’s list of fun family activities. However, it can be an opportune time to discuss what’s best for the shared family home.
