Allison Kierman talks : is 3% of an Estate Enough to Live On

Is 3% of an Estate Enough to Live On?

If your spouse’s trust said you receive 3%, would you be happy or upset?

It all depends on what 3% actually represents. If the estate is large, it could still mean financial security. If it is smaller, the outcome may feel very different.

Estate planning is not just about percentages. It is about what those numbers mean for the people you love.

If you have questions about an inheritance or a loved one’s estate plan, let’s talk. Call (480) 719-7333.

This article is provided for informational purposes only. By viewing blog posts, the reader understands there is no attorney-client relationship between the reader and Kierman Law, PLC. The article should not be used as a substitute for legal advice or engagement with a licensed professional attorney. Readers are urged to reach out to us directly regarding specific legal questions concerning a specific situation.