Thursday, February 2, 2017
Some Ways to Treat Your Heirs Fairly Some of the most popular finance and legal questions revolve around the specifics of creating a Will and deciding how to pass assets along to family members in a fair manner. While many parents share a common goal of wanting to keep the family unified and happy when they pass, determining who gets what in your Will isn’t always an easy task. And dividing assets equally in a Will doesn’t always occur, which can trigger family tensions, emotional situations and broken relationships. So how can you treat your heirs fairly when it comes time to divide up your assets and decide who gets what? Let’s take a closer look with the following 7 tips: http://www.fiduciarytrust.com/insights/commentary?commentaryPath=templatedata/gw-content/commentary/data/en-us/en-us-ftci/trust-estate/2015-08-treating-children-fairly&commentaryType=TRUST%20&%20ESTATE%20PLANNING http://www.kiplinger.com/article/retirement/T021-C000-S004-how-to-treat-your-heirs-fairly.html You can also go to my website www.mattloganinc.com for more information on financial topics you may find helpful. Matt Logan is a Representative with Matt Logan Inc and Summit Brokerage and may be reached at www.mattloganinc.com, 336-542-9700 or firstname.lastname@example.org. Matt Logan Inc is an independent firm with Securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor. Summit Brokerage Services, Inc., its affiliates and Matt Logan Inc. do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction. These are the views of Matt Logan Inc, and not necessarily those of Summit Brokerage Services, Inc. and any of its affiliates and should not be construed as investment advice.