My mother wants to give away most of her money before she dies to avoid taxes but I am worried she will live longer than expected and not have enough for care.
More people experience this than they realize.
The desire to maximize inheritance can create vulnerability for the very person whose security should come first.
“Where Are You with Wills trusts and inheritance structures?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.