
Table of Contents
- What does disinheriting someone mean?
- Why would I choose to disinherit someone?
- Factors to consider when disinheriting someone
- Can I disinherit my spouse?
- Can I disinherit my children?
- Who else can I disinherit from my estate?
- How do I disinherit someone?
- What are some alternatives to disinheriting?
- Protecting your legacy
What does disinheriting someone mean?
Why would I choose to disinherit someone?
Factors to consider when disinheriting someone
Probate
Learn more about the probate process with this article: Understanding Probate: Insights into the Legal |
Contesting
- Beneficiaries in the current will
- Beneficiaries in another will (previous or newer versions)
- Anyone who would inherit under intestacy laws if the will were invalid
- Other interested parties, such as creditors
Grounds for challenging or invalidating a Will
- Lack of required formalities, such as not signing with witnesses
- Lack of testamentary capacity, meaning you didn’t know what you were signing, didn’t understand the extent of your estate or the consequences of your dispositions, or you based your decisions on a delusion
- Undue influence, where someone forced or compelled you to change your Will against your genuine wishes
- Fraud or forgery, meaning someone faked or tampered with your Will
- Multiple Wills, where the court can’t tell which Will reflects your genuine intentions
Can I disinherit my spouse?
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1. The elective share approach
- In North Carolina, the elective share varies based on how long the couple was married.
- Illinois’ elective share will be one-third of the estate if the testator has a child or grandchild. If there’s no direct descendant, the spouse receives half of the estate.
- New York lets a surviving spouse receive the greater of up to $50,000 or one-third of the estate.
2. The community property approach
- Arizona
- California
- Idaho
- Louisiana
- Nevada
- New Mexico
- Texas
- Washington
- Wisconsin
Read more about community property and Community Property States: What You |
Prenups and Postnups in estate planning
Prenuptial and Postnuptial Agreements are essential to defining your spouse’s inheritance. These vital documents let you and your spouse clarify the property, assets, and debts that are separately owned or shared during and after marriage. The surviving spouse will receive only what the Will and agreement provide.
Unmarried couples can create a Cohabitation Agreement to serve a similar purpose to a pre- or postnup.
Can I disinherit my children?
Forced heirship
Louisiana is the only state that has a forced heirship law to ensure that children who meet certain criteria receive a minimum share of the estate. A child who is under the age of 24 or who isn’t able to care for themselves for reasons like disability or illness has the right to inherit up to 25% of your estate.
Forced heirs can also be disinherited, but only for any of the reasons explicitly stated in §161 of the Louisiana Civil Code.
Who else can I disinherit from my estate?
Can I disinherit my parents?
Can I disinherit extended relatives?
How do I disinherit someone?
1. Create your Will
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2. Write your disinheritance clause
- The heir’s name and their relationship to you
- That you’re disinheriting them
- That the disinheritance is intentional
- That they won’t receive any assets from your estate
“I have intentionally disinherited my son, William, and excluded him from my Last Will and Testament. He will not receive any assets from my estate or any portion of my estate. I have made this decision freely and voluntarily, without any undue influence or coercion.” |
- Violates public policy
- Demonstrates a misunderstanding
- Is unduly harsh
- Shows a lack of capacity
Louisiana residents need to be aware that they must state a reason in their Will to legally disinherit a child. The reason should be one of the causes listed in the Louisiana Civil Code.
3. Clearly designate other beneficiaries
4. Update and maintain your estate plans
5. Consider communicating your decision
What are some alternatives to disinheriting?
Lifetime gifts
No-contest clauses
Trusts
- Avoid probate, allowing for easier transfer of assets
- Ensure privacy, as the trust won’t be a public record
- Protect your interests and possessions with the help of your trustee
- Use a Pour-Over Will to transfer any missed property into your trust upon your death
Learn more about how trusts can help you in your |
Protecting your legacy
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