How can I avoid leaving my young adult children a large sum of money?

A trust can also help with this common problem. No matter how mature a young adult child may be, handing over a large lump sum inheritance may not be a wise idea. A trust lets you stagger that lump sum, spreading it out in smaller disbursements. You can also decide when they receive those distributions and how much will be distributed each time.

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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