Building Legacies that Last Estate Planning and Elder Law

The Process of Getting a Will

Extended Family SmilingIf you do not have a will, you should know that the process of creating one is not difficult in most cases.

People who do not have estate plans, often think that the process of getting one can be more difficult than it normally is. It is not difficult to get that false impression, if you start doing some digging online.

You will be confronted with unfamiliar terminology and 10 to 15 step plans that can make estate planning seem very time-consuming. You can also find some online form companies that tell you that purchasing their products make creating an estate plan easy. However, once you start reading their documentation, it might all look difficult again because you do not know the finer legal details of estate planning.

The truth? Estate planning does not have to be that difficult to accomplish, as The New York Times discusses in “What It Was Like To Finally Write My Will.”

The author of the piece discovered that creating his will was not very difficult at all. The key thing that he did was to get a recommendation for an attorney from a friend. He then went to that attorney and told the attorney what he wanted to do.

The attorney discussed the options and the author was able to work with the attorney to determine what the best plan would be for his unique circumstances. The attorney then wrote the plan down formally and the author just needed to go back to the attorney’s office a few weeks later, to formally sign the will and everything was done.

Most people will find that estate planning is just that simple when they also choose an appropriate estate planning attorney.

Reference: New York Times (April 3, 2018) “What It Was Like To Finally Write My Will.”

 

Handling Estranged Children

MP900448491Sometimes parents and children become estranged and no longer stay in contact. How these children should be handled in the parents’ estate plans, depends on the situation and state laws.

For whatever reason, parents and their children do not always get along. They no longer talk to each other and may not even know anything about one another. In short, they may become estranged.

When parents have become estranged from their children, they need to know how to handle those children in their estate plans. One woman recently wrote to the Napa Valley Register to ask about her brother’s daughter in “Is daughter really disinherited?

The woman’s brother had a child 30 years earlier. The brother had cut off all contact with the child’s mother, when she was under the age of one. The child was later adopted by her stepfather. In his trust, the brother did not mention the daughter by name.  However, he used a general disclaimer that he did not want any unnamed relatives to receive anything.

The letter writer wanted to know if this daughter was really disinherited or if she could make a claim against the brother’s estate.

In this case, the answer was an easy one. When the daughter was adopted by someone else, any legal relation between the biological father and the daughter terminated. The daughter cannot claim to be a relative for estate law purposes. In cases where a child has not been adopted by someone else, the answer depends on state law. Some states assume that any child not specifically mentioned and disinherited in an estate plan, were left out as the result of a mistake.

Contact a estate planning attorney, if you have questions about estranged children and estate law in your state.

Reference: Napa Valley Register (March 15, 2018) “Is daughter really disinherited?