Feb 29, 2024
What does it mean to be fair yet unequal in estate planning?
Explore how differing financial needs, family contributions, and the complexities of sibling relationships impact retirement planning. Discover actionable insights, from using life insurance to equalize asset distribution to fostering open communication to minimize family disputes. Join Joe and Lindsay’s conversation on navigating family dynamics and creating a personalized, transparent estate plan for a smooth and equitable transition into retirement.
Read the full show notes and find more information here: EP 78 Show Notes