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Reasons to exclude someone from your will

On Behalf of | Aug 1, 2022 | Estate Planning

You are taking measures to modify your estate plan, and the first step is to draft a new will. You have organized your assets and now know how you would like to distribute them. You’re also aware that there are certain people you wish to disinherit.

Let’s look at just a couple of reasons why you may need to take someone out of your will.

A family member with substance abuse issues

You love your children, but one of them developed an addiction to drugs. They are trying to get back on the right track. You openly support them with this and are doing everything in your power to help.

However, you’re concerned that if they receive a lump sum, then they may fall back into old habits and seriously damage their health. This is a valid reason not to leave assets to someone in your will. It’s important to remember that there are other ways to leave money to which they won’t have direct access, such as by setting up a trust.

Changes in family circumstances

You were married for many years, but have recently divorced. All of your previous estate planning documents included your former spouse. With your newfound circumstances, this might need to change. Both you and your ex have settled into a new family dynamic and are now on completely different paths. Without the appropriate adjustments, your ex could benefit from your will to the detriment of someone else.

Estate planning documents need to reflect your current wishes, and disinheritance can be a part of this. If you need some assistance in bringing your final wishes to fruition, it is best to seek some legal guidance.