LibraryScenariosWhen business owners struggle with equitable inheritance planning
Scenario

When business owners struggle with equitable inheritance planning

My adult children expect me to leave them equal shares of my business when I die, but one of them works in the company and understands it while the other two don't, and I can't figure out what's actually fair versus what looks fair on paper.

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More people experience this than they realize.

What we've seen

The desire to treat children equally collides with the reality that equal treatment may not serve justice or wisdom.

Ideas that help explain it
Worth thinking about

“Where Are You with Business ownership for wealth?”

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