It’s not very often that I read an estate plan that treats children unequally. In estate planning, “equal” isn’t necessarily the same as “fair”.  Even when siblings agree that an unequal distribution is fair, they may feel a lot of internal resistance, even though they may be unable to articulate the reasons, which can be as numerous as the stars and would take a book to cover.  The important thing to acknowledge is that the emotions behind the reasons are not trivial but rather important and should not be dismissed or minimized.

A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions.
Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values..