On the Settings and Assumptions screen for the profile you can specify a bequest amount as well as an amount to cover funeral expenses. Any home equity from the Primary Residence or Vacation Home in the final year of life will first be used to pay off the bequests and funeral expenses, so if you wish to leave more than the home equity amount you must enter a bequest amount larger than the equity in the final year. The difference will show up as a Special Expense in the Spending Overview report.
How do I leave an inheritance for kids? Print
Modified on: Thu, 18 Jun, 2020 at 10:37 AM
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