Today I met with a new client who was concerned about a letter she received regarding her mother’s estate. It was from an attorney representing her step-brother. Her step-father died a few years back and her mother passed this year.
At the step-father’s death, her mother made changes to their trust and created a brand new one- ultimately disinheriting her step-son.
If you have children from a previous relationship or marriage it is very important that you have an estate plan in place that ensures your children are not disinherited if you die before your spouse!
Proper estate planning can help prevent your new spouse from disinheriting your children from a previous relationship or marriage.
And just because you plan ahead, doesn’t mean you don’t trust your new spouse! I mean we can’t all be the Brady Bunch. You are just taking the necessary precautions.
If you have any questions regarding estate planning with blended families and you are in California, feel free to contact our office.