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SLP486 Bitcoin Estate Planning with Peter Dunworth

Stephan Livera Podcast

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The Importance of Communicating Expectations

The contest of wills typically happen when assets are distributed unequally, or it's seem to be unfair to one of the family members. One of the best things I've seen is an agreement that all of the beneficiaries sign on an annual or five yearly basis to confirm that their expectations are X, Y and Z. So this is a document that can basically be presented in court to show that here was the expectation. This is how it was distributed. And it's in line with three or four or five documents that they've previously signed as well.

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