Are You Forcing Unintended Consequences on Your Heirs?

When building an estate plan, the primary focus is typically how to transfer assets to heirs. Often it's split equally, and sometimes it's not. Regardless, most individuals don't consider the outcome it creates for the beneficiaries.

Ideally, the estate plan creates a positive outcome. After all, your children will be better off with more assets, won't they? But you might be surprised at how easy it is to force an unintended negative outcome on your loved ones, similar to an unforced error in tennis.

Many retirees take the following perspective with their estate plan: "What I've put together is enough. It's my kids' problem to deal with it when they get it. Either way, they'll be better off, so I'm not concerned." While that may be true, thoughtful stewards help create intentional outcomes that advance the mental