It’s not very often that I read an estate plan that treats children unequally. In estate planning, “equal” isn’t necessarily the same as “fair”. Even when siblings agree that an unequal distribution is fair, they may feel a lot of internal resistance, even though they may be unable to articulate the reasons, which can be as numerous as the stars and would take a book to cover. The important thing to acknowledge is that the emotions behind the reasons are not trivial but rather important and should not be dismissed or minimized.
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Emotional Challenges to Leaving Unequal Amounts to Children
About Rick Kahler:
Rick Kahler, MSFP,CFP ® , CFT-1™, CeFT ® , CCIM, president of Kahler Financial Group, is a life-long resident of Rapid City, SD. He began his professional career in 1973 selling and appraising real estate He founded Kahler Financial Group in 1981. He became the first fee-only Certified Financial Planner™ (CFP ® ) in South Dakota in 1983. In 2020 he became one of the first Certified Financial Therapist-Level I (CFT-I™,) in the nation.
His firm, specializing in the integration of investment advising, financial planning, financial coaching, and financial therapy, serving small business and real estate owners, professionals, and retirees, as well as individuals and families.
He served on and chaired the South Dakota Investment Council and served in leadership capacities with the Financial Planning Association and the National Association of Financial Planning Advisors. Kahler is also a nationally renowned speaker and educator. In 2003, National American University recognized Mr. Kahler with the Alumni Distinguished Service Award.
Interested in working with Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®? Please go to our website, Book a Financial Therapist Appointment and fill out a request for a 30-minute free consultation.
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