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Common Pot Trusts: The Fairest of Them All?

Author
Nick Rosenbauer
Published
Fri 21 Jul 2023
Episode Link
https://completeestateplanning.podbean.com/e/common-pot-trusts-the-fairest-of-them-all/

When thinking about an inheritance, most families visualize individual “shares” for each beneficiary (whether a $ amount or % of the overall estate). For families with children, they very often create equal shares for each child. Sounds fair, right? Well, what would happen if there was a large age difference in the children? Are there ways that can go wrong?


 


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