Strategic Succession: Bridging Governance and Legacy
Why Equal Is Not Always the Same as Fair
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Show notes
A plan can divide assets equally and still create an unintended outcome.
Episode 27 explores why equal is not always the same as fair when families are transferring wealth across generations. This episode examines how family businesses, unique assets, lifetime gifts, loans, specific inheritances, and different beneficiary circumstances can create complexity that simple percentages do not capture. True fairness requires looking beyond the numbers and understanding the people, responsibilities, and goals behind the plan.
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