<p>In this podcast, family business advisor Mike Zolno, my legal assistant Alexandra and I discuss the differences between equity and equality in estate planning. Or at least that’s how I started the conversation.</p>

In this podcast, family business advisor Mike Zolno, my legal assistant Alexandra and I discuss the differences between equity and equality in estate planning. Or at least that’s how I started the conversation.

Estate Planning: Equity vs. Equality

People who receive financial windfalls often lose the money. This podcast explores the reasons this happens and how it can be prevented. This is relevant to you if you have children or others who will be inheriting from you when you pass away. It is relevant if you expect to receive an inheritance. Or perhaps you will be receiving a windfall in another way, such as selling a company.

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Estate Planning: Equity vs. Equality

Estate Planning: Equity vs. Equality