LibraryScenariosHow to balance equality and need in inheritance planning
Scenario

How to balance equality and need in inheritance planning

I want to give my children equal inheritances but one of them has special needs and will require much more support throughout life.

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More people experience this than they realize.

What we've seen

True fairness sometimes requires unequal treatment, but unequal treatment can feel like unequal love.

Ideas that help explain it
Worth thinking about

“Where Are You with Generational wealth as legacy?”

If this sounds familiar, the Library can help you find the bigger picture.