Writing a non-spouse out of one’s estate may be easier than preventing a spouse from benefitting after an estate planner’s death. Spouses often have rights to the property of their partners when those partners’ die, but if a couple had a prenuptial agreement in place then the estate planner’s goal may be met. When a surviving spouse acknowledges that they have released their rights to their spouse’s property, it may be possible to eliminate them as a beneficiary.

Cutting someone out of an estate plan takes careful wording and a clear presentation of the estate planner’s intentions. Preparing such a plan may be undertaken with the help of an estate planning attorney to avoid any possible omissions or mistakes.

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.
Post A Comment