Stepping Into Flexible Estate Planning | 6 of the Worst Assets to Inherit | Uncertainty Highlights Need for Estate Plan Flexibility
Created for {EMAIL} | [Web Version]( January 23, 2024
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[] INTRODUCTION
[] - [Stepping Into Flexible Estate Planning](
Last week, I covered [six of the best assets to inherit]( and now I turn to the assets you wouldn’t like to inherit and shouldn't pass on without deliberation. I don’t think anyone wants to feel ungrateful after being remembered in someone’s will. But that’s a possibility when you leave a burdensome asset to a loved one. Some assets are white elephants and others can trigger legal issues. [Kiplinger contributing editor David Rodeck helps you decide if leaving any of these assets to loved ones may be more trouble than it’s worth](. - Donna LeValley, personal finance writer [What's Your Risk Tolerance?](
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[] [6 of the Worst Assets to Inherit](
[6 of the Worst Assets to Inherit]( (Getty Images)
I don’t know many people that want their beneficiaries to be encumbered by a gift left in a will. But how you dispose of some assets can trigger family discord, burden the recipient with hidden costs or create legal liability. [Read on for advice on what to do if you inherit something you don't want and smart ways to gift your assets](. [] ESTATE PLANNING
[] [Uncertainty Highlights Need for Estate Plan Flexibility](
[Uncertainty Highlights Need for Estate Plan Flexibility]( (Getty Images)
Election years don’t only bring an endless barrage of campaign ads, they add uncertainty to a wide swathe of issues. However, uncertainty about what changes Congress will make in tax law or decisions about spending shouldn’t stop you or cause you to postpone planning your legacy. [T]([rust attorney James Ferraro suggests uncertainty can be offset by flexibility in your estate and offers ways to implement a resilient estate plan](. [Top 5 Wealth Management Firms Revealed](
Asset growth and preservation are two sides of the same coin. Working with a top wealth management firm can provide access to strategies for all of life's different stages. Here's the list of top U.S. firms for individual investors. [See the list]( ADVERTISEMENT [] PRIVACY AND SECURITY
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