3 Ways Not To Leave Your Assets

Sometimes the way that assets are left to people can cause unintended consequences.


Generally, I advise against leaving assets in the following three ways:

  1. To one person and expecting them to split it up.
  2. One piece of real property to more than one person.
  3. To beneficiaries that it will harm.

To learn about your options for leaving your assets, and the pros and cons of leaving your assets in specific ways, schedule your complimentary Estate Planning Strategy Session today.

About the Author Donald Rolfe

Father, husband, entrepreneur, and owner of a trivia filled brain. I help families and individuals plan for the unexpected and end of life. Schedule a Complimentary Strategy Session to chat with me, get answers to your questions, and find out about your Estate Plan options.

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