Disinheritance—the intentional exclusion of a family member, usually a child or spouse, from receiving part of your estate—is more common than you might think. It is also easier than you might think, with a couple of exceptions. However, it is not as simple as omitting someone’s name from your estate plan.

You are generally—but not entirely—free to dispose of your assets at your death however you see fit. However, some people may have legal rights to a portion of your assets when you die. The decision to disinherit someone can lead to disgruntled family members and legal challenges, so the situation must be approached with care, both legally and emotionally. Disinheriting someone requires a clear and unambiguous statement in your estate planning documents.

For a plan that reflects your convictions and stands up in court, schedule a meeting with us.