Ask Terry Questions Estate distribution

Estate distribution

By Terry Savage on November 25, 2025 |

Hello,
I am looking at ways to reduce my estate before I die.
Do you have a suggested model on sharing some with nieces and nephews?
Simplest would be equally, but maybe not best.
Though I don’t know specifics, some have greater financial needs than others.

Open for suggestions-

Terry Says

I suggest you DO NOT share your estate BEFORE you die! YOu might need that money for nursing care in your old age!

Instead, contact an estate planning attorney and make a will. Leave your chosen beneficiaries a “share” of your remaining estate after your death.
And please consider naming a healthcare power of attorney and “business” power of attorney in case you are incapacitated before you die.

money

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