Common Reasons For Disinheriting Someone Using A Will

Wills are very important legal documents. They allow you to outline how you would like your property distributed after you pass away, and you also name a personal representative who will administer your estate. Naming beneficiaries, as well as a guardian for your minor children, are some of the biggest benefits of wills.

However, you can also disinherit someone using a will. This is not as straightforward as leaving an inheritance for someone and so, it is important to speak to an attorney who can help you properly disinherit someone. Below, our Daytona Beach will drafting lawyer outlines some of the most common reasons for disinheriting people using a will.

Estrangement 

Unfortunately, not all families get along. People who were once very close may become estranged at some point. For example, when a child becomes an adult, they may have a falling out with one or both of their parents. Each party may then want to disinherit the other using their will.

In your will, you can include a disinheritance clause that states that you want to disinherit certain family members, making your wishes very clear. However, it is important to note that Florida law prevents you from entirely disinheriting your spouse or minor children.

Financially Irresponsible 

Some people know that their loved ones cannot handle receiving large amounts of money at one time. You may want to disinherit someone because you do not think they will use the money wisely. Before you turn to this option, you may want to consider others.

For example, if you want to leave your loved one an inheritance, but you want to ensure they will use it responsibly, you can establish a trust. Trusts are legal documents that you fund with certain property and name a beneficiary to receive it after you pass away. You can include instructions in the trust for the funds to be distributed at intervals. Your loved one can still receive an inheritance, and you know they will be responsible with it.

Charitable Donations 

The reasons for disinheriting someone do not always have to be hostile or mistrustful. Sometimes, people simply want to leave their property to the charities they supported during their lifetime. Deciding to leave more to charitable causes than your loved ones is also particularly attractive to people who know their loved ones are stable financially and are not relying on an inheritance.

Our Will Drafting Lawyer in Daytona Beach Can Help 

Disinheriting someone from your will or estate plan is never easy. It must be done properly to ensure that your wishes are respected. It can also open the door for will contests and other challenges for your family in the future. At Bundza & Rodriguez, our Daytona Beach will drafting lawyer can ensure this does not happen so you can have the peace of mind you need. Call us today at 386-252-5170 or chat with us online to schedule a consultation with our experienced attorney and to learn more about how we can help with your case.

Source:

leg.state.fl.us/statutes/index.cfm?App_mode=Display_Statute&URL=0700-0799/0732/0732.html