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Why Some Inheritances Happen Early

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Manage episode 504394357 series 2608961
Content provided by Nick Rosenbauer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Rosenbauer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:
https://cincinnatiestateplan.com/workshops/

When parents or spouses pass down an inheritance while they’re still alive, families can quickly find themselves in tricky territory. Parents helping with a down payment or a loan to a child can feel generous in the moment, but often raises hard questions. What’s fair? How do we keep the peace? In this episode, Nick shares how to make sure today’s decisions don’t spark tomorrow’s family feud.

Here’s some of what we discuss in this episode:

🏡 Why many parents help with down payments today

⚖️ How to keep inheritance fair among siblings

❤️ Why keeping peace sometimes matters more than “fairness”

📜 Why clear documentation avoids family conflict

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

  continue reading

148 episodes

Artwork
iconShare
 
Manage episode 504394357 series 2608961
Content provided by Nick Rosenbauer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Rosenbauer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:
https://cincinnatiestateplan.com/workshops/

When parents or spouses pass down an inheritance while they’re still alive, families can quickly find themselves in tricky territory. Parents helping with a down payment or a loan to a child can feel generous in the moment, but often raises hard questions. What’s fair? How do we keep the peace? In this episode, Nick shares how to make sure today’s decisions don’t spark tomorrow’s family feud.

Here’s some of what we discuss in this episode:

🏡 Why many parents help with down payments today

⚖️ How to keep inheritance fair among siblings

❤️ Why keeping peace sometimes matters more than “fairness”

📜 Why clear documentation avoids family conflict

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

  continue reading

148 episodes

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