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Estate Planning: Fairness vs Equality for Your Kids

Author
Nick Rosenbauer
Published
Thu 13 Mar 2025
Episode Link
https://completeestateplanning.podbean.com/e/estate-planning-fairness-vs-equality-for-your-kids/

When it comes to children’s inheritance, should they all receive their share at the same time, or should each child wait until they reach a specific age? In this episode of Complete Estate Planning, Nick answers a common question: Is it fair for older children to receive their inheritance while younger siblings wait?


Here are some of the key topics we’ll cover:


💰 Should all kids inherit at the same time? Pros & cons of different approaches

⚖️ Fair vs. equal: Why these aren’t always the same in estate planning

🔄 Partial distributions: A smart way to balance fairness & financial maturity

📜 Real-life examples: How other families have structured their children’s inheritance


0:00 – Today’s question


0:47 – Common scenarios


2:37 – What are your options?


5:40 – Most common approach


 


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