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Trust Us: Estate Planning Wisdom

The Rules of Intestacy

November 19, 2024

By Herbert R. Fineburg, Charles "Max" A. McCauley, III, and Danielle Friedman

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In this episode of the Trust Us podcast, hosts Danielle Friedman, Herb Fineburg, and Charles "Max" McCauley III dive into the complex world of intestacy—the laws that govern the distribution of assets when someone passes away without a will.

From common misconceptions about how assets pass to surviving spouses and children, to the unexpected complications of business succession and guardianship of minors, this episode unpacks the consequences of intestacy. Learn why not having a will can lead to costly legal battles, family disputes, and unintended tax burdens.

Whether you're married, have children, own a business, or simply want peace of mind about your legacy, this episode will make you rethink your estate planning—and why it’s never too early to start.

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If you are interested in learning more or have any questions, please feel free to contact Danielle at danielle.friedman@offitkurman.com, Herb at hfineburg@offitkurman.com, and Max at cmccauley@offitkurman.com.

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