The Distribution of Family Belongings: Keeping the Peace

Overview

When the time comes for assets to be dispersed among heirs, everyday objects of sentimental value can become contested belongings. Many parents admit to worrying about the sibling rivalries this process may stir up. Yet, uncertain how to confront these issues, many tend to simply hope for the best. A better course of action: proactive discussion, as a family, during a parent’s lifetime.

Advisor Thinking