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Dec 30th, 2023
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 Legal Question - Will
#14078572
07/30/21 08:40 PM
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Joined: Jun 2013
Posts: 657
Chevy4dr57
OP
Pro Angler
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OP
Pro Angler
Joined: Jun 2013
Posts: 657 |
I am well aware if i leave/transfer money or other securities in a will to my son it is secure if that money is not co-mingled with his wife. Does that same rule apply if I leave that money/investment to him by beneficiary so it is not considered as part of the will?
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Re: Legal Question - Will
[Re: Chevy4dr57]
#14078603
07/30/21 09:01 PM
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Joined: Apr 2008
Posts: 12,345
PaulGrapevine
TFF Guru
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TFF Guru
Joined: Apr 2008
Posts: 12,345 |
Legal disclosure, consult an attorney
To answer your question, you should use the beneficiary designation on your account and the money will go to your beneficiary more easily than going through the will. It’s still inheritance and as long as he keeps it completely separate, he may be able to shield it in a divorce.
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Re: Legal Question - Will
[Re: Chevy4dr57]
#14078814
07/31/21 12:36 AM
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Joined: Sep 2005
Posts: 28,103
Uncle Zeek
aka "Mom"
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aka "Mom"
Joined: Sep 2005
Posts: 28,103 |
Chevy, feel free to call me tomorrow before 6pm. Business number is in sig line
"Decency is not news; it is buried in the obituaries --but it is a force stronger than crime" ~ Robert A. Heinlein
Artim Law Firm, PLLC
Estate planning & tax attorney AND 07/02 FFL
2250 Morriss Road, Suite 205, Flower Mound, Texas 75028
972-746-0758 mobile
zac@artimlegal.com
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