10-9-26 How to Keep Your Estate Plan From Tearing Your Family Apart

Podcast: The Real Investment Show Podcast · Lance Roberts

Opublikowano: 2026-10-09

Estate planning is about more than deciding who gets what. Poor planning, unequal circumstances among children, prior financial assistance, caregiver responsibilities, and mismatched inherited assets can create family conflicts that last for years. Richard Rosso and Jonathan McCarty discuss how to have the important conversations before an estate plan is finalized, including treating siblings differently when their circumstances are different, caregiver contracts for children who live nearby, inheritance stipulations, beneficiary alignment, and why "equal" isn't always the same as "fair." We also discuss sequence-of-returns risk, longevity planning, financial literacy in America, what children learn about money from their parents, the...