Five Questions to Determine an Inheritance

Financial planninghas put together the top five factors that estate-planning specialists shouldtake into account when determining an inheritance. Designing an inheritanceincludes looking at the totality of the situation however, below are a fewfactors that will help achieve a better estate plan. 

1. Is there an amount of inheritance that would deter the beneficiary from being productive?
2. What is a good age to inherit?
3. Are there any inhibiting issues such as drug addiction or alcoholism?
4. Should each beneficiary be treated similarly?
5. Who should be your fiduciary?

See Tracy Craig, Estate Plan Design: 5 Key Questions for Clients, Financial Planning , Oct. 24, 2013.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.