You should make sure your boyfriend is not claiming any interest in the house. Should you get married, consider a prenuptial. To fully protect your kids you should set-up a trust and put the house on the trust. Should you pass away, your trustee can keep or sell the house for the benefit of...Read more »
The only way to make sure your son does not give his inheritance to his wife, is to keep your gift in trust for his life and then on his death to his children when they are certain ages. If you just leave your estate outright to your son, you can’t put restrictions on the gift. Depending on the...Read more »
You will need to review the policy to see if there are any survivorship requirements. Usually there isn’t. Depending on the size of your mother’s estate, including the insurance proceeds, and if she owned real property, you may need to initiate a probate. Without a will, her spouse will...Read more »
For personal reasons my dad left my deceased sister and her two surviving adult children off of his will. My surviving sister / executor and I are listed as beneficiaries. A section in the will states (Deceased child with issue then living.) The will was drafted almost a year after my sister had... Read more »
We would have to review the Will and correspondence between you and your sister in order to provide an opinion. We would also want to know the nature of the estate’s assets. If there is any real property that was just in the name of the decedent, there will have to be a probate.
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