People fight over schedules more than distributions.

People fight over schedules more than distributions.

Family conflict arises often from complex assets, particularly shared personal property. Vacation homes, aircraft, boats, anything that requires shared time and shared decision-making, and not merely shared money.

Who is going to receive this? Do they want to own it together?

I'll be discussing these ideas at the Notre Dame Tax & Estate Planning Institute, October 28–30, 2026.

Register for the conference to attend my presentation and the other sessions.
https://lnkd.in/ehEjXur5

Wealth Machine, a Secret Art of Planning series.