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Planning how wealth passes to the next generation


Planning how wealth passes to the next generation
Jeffery L. Condon’s guide examines the choices involved in leaving money to children and other heirs. It addresses how inheritance instructions are carried out, risks that can affect an inheritance, and family tensions that may arise when children divide family assets. The book also discusses estate-tax considerations and uses cautionary examples of inheritance planning that went wrong. Together, these topics frame estate planning not only as a matter of transferring wealth, but also as a way to consider how that transfer may affect heirs and family relationships. The guidance concerns legal and tax matters, so readers should treat it as the author’s presentation rather than confirmation of current rules.
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