The Fundamental Challenge of Planning Your Estate: What’s Fair in Family Inheritance?




Commonwealth Club of California Podcast show

Summary: Deciding how to structure your estate plan often presents daunting ethical and emotional challenges. As you ponder how to distribute your assets, you may struggle to design a plan that seems fair not just to you, but also to your heirs. Often, different family members have radically disparate needs, and there may be worthy causes that you would like to support. How can you create a legacy that honors your personal values without provoking family disputes or hurt feelings among those you leave behind? MLF ORGANIZER NAME Denise Michaud