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When parents or spouses pass down an inheritance while they’re still alive, families can quickly find themselves in tricky territory. Parents helping with a down payment or a loan to a child can feel generous in the moment, but often raises hard questions. What’s fair? How do we keep the peace? In this episode, Nick shares how to make sure today’s decisions don’t spark tomorrow’s family feud.

Here’s some of what we discuss in this episode:

🏡 Why many parents help with down payments today

⚖️ How to keep inheritance fair among siblings

❤️ Why keeping peace sometimes matters more than “fairness”

📜 Why clear documentation avoids family conflict

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Phone: 513-463-6789

Contact our team: [email protected]

Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/

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