Personal Finance (Not Investing) • Estate Planning - 5% vs ages 25/30/35

I currently have a pretty cookie cutter trust under will where my kids would receive distributions in thirds at ages 25, 30 and 35. I feel good about it to a certain point but as my net worth grows, I'm wondering when it makes sense to modify things, either add more distribution periods or allow say a 5% distribution annually and maybe an additional dollar amount every 5-10 years.

Thoughts? Assuming I have a typical kid, how much money might be too much for a 25 year old to inherit?

Statistics: Posted by ThankYouJack — Thu Sep 19, 2024 12:43 pm — Replies 3 — Views 223

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