Q: You’ve said numerous times that equal isn’t fair and fair isn’t equal. Can you provide a specific example? A: Fair versus equal can play out in different ways. One scenario is a mother insisting ...

Estate planning decisions often come down to a deceptively simple question: Should parents divide their estate equally among their children, or allocate assets based on need? That tension between ...

This week we are conducting our Farm Transition/Estate Planning meetings in Norfolk and Columbus. One of my topics will be to talk about how assets are passed to the next generation. One of the key ...