Equitable Distribution

Learn about equitable distribution in estate planning - how fair asset division considers beneficiary needs and circumstances for better family outcomes.

What's the difference between equal and equitable distribution in estate planning?

Equal distribution divides assets in identical portions among beneficiaries, while equitable distribution considers each beneficiary's unique circumstances and needs. Equitable distribution allows for different asset amounts based on factors like financial situations, contributions to the family, or special needs, creating a fairer outcome that may better reflect family dynamics and the estate owner's intentions.