Family Financial Disputes: The Hidden Dangers of Undocumented Gifts

In this clip, Kirsten shares a real family story from her practice. Parents had quietly written several checks over a few years to help one daughter through a rough financial patch. After both parents passed, her siblings dug up the canceled checks and argued they were loans that needed to be repaid to the estate — which would shrink her inheritance. Without a promissory note, and without anything in writing calling them gifts, the siblings ended up in a long, expensive dispute the family never saw coming. Kirsten explains why you can't predict how loved ones will behave after you're gone — and why undocumented family money so often ends up in conflict.

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