“Information Bits from the Boss: Samantha provides brief answers to clients frequently asked questions”

What if I want to disinherit someone?
 
If there is someone that we are disinheriting, we mention them in the will. We also sometimes will put in there if there is a reason for disinheriting them.  We also sometimes will do that if we are using non-probate assets, assets with a beneficiary designation as part of the planning, we will put a paragraph in that says I’m specifically not providing for a certain individual in this will; however, I have provided for her using non-probate assets.  For additional information or to schedule a free initial consultation please contact our office at (717) 655-2676.