Listening to Our Client's Developing Tailored Estate Plans

Beneficiaries

How can I make sure my spouse doesn't give his inheritance away?

Many of our clients prefer to give their spouses inheritances in trust, rather than outright. Trusts provide asset protection, bloodline protection, remarriage protection, and guidance which will prevent your spouse from giving his inheritance away.

I feel as though I’m always battling with my deceased husband’s children as they are the remainder beneficiaries of my trust. I hate having to ask for distributions. What can I do?

This may be a good case to have the trust converted to a unitrust, so monthly payments are guaranteed and conflict is reduced. That being said, we wouldn’t want you to give up your right to principal if you need it. Let’s talk about it.

How do I balance the interests of my children and my spouse from a second marriage?

We’ll help you set up a loving estate plan that protects and provides for whomever you’d like - often that’s children and, sometimes, a second or third spouse. Your estate plan, likely including trusts, will be carefully crafted to balance the interests of your children as well as your spouse. Without proper planning, too many parents accidentally disinherit their beloved children and cause havoc in blended families.

How do I include my grandchildren in my estate plan?

You can include your grandchildren in your estate planning in a myriad of ways. Some grandparents fund 529 Plans to help with college expenses. Others gift sentimental personal property; create trusts during their lifetime or after their death; or pay for ballet, music, or leadership lessons right now. We’ll help you figure out the best way to include grandchildren in your estate plan. Regardless of the size of the gift, it’s kind and loving to include those you love.

Should I disinherit my disabled grandchild?

No. You don’t have to do that. We can show you how to provide an inheritance for your disabled grandchild, but not disqualify her from receiving governmental assistance. We’ll craft special trust language so she benefits, not the government.

Should I name my children as trustees of each other's trusts?

No. Naming children as trustees of each other’s trusts is a recipe for family feud and disaster. We can help you select trustees of your children’s trust - often your children with a professional trustee.

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