Can I exclude my spouse from my Estate Plan?
State-Specific Rule Examples
- Estate Share: In certain states, a spouse may be entitled to claim a portion of your estate, regardless of whether they are excluded in the Estate Plan.
- Residency Rights: Some laws allow a spouse to continue living in the primary residence, even if the property is bequeathed to another person.
Can I exclude a child from my Estate Plan?
There are many reasons for leaving a child out of your Estate Plan. Whatever your reason, you can choose to disinherit a child from your Estate Plan.
It's important to note that some states impose restrictions on disinheriting children, particularly those under a certain age. These laws may affect your ability to fully exclude a minor child from your estate.
Have more questions about exclusions?
For personalized guidance on spousal rights and to ensure your estate decisions are legally enforceable, consider incorporating Attorney Support (+$300) into your Estate Plan to consult with a qualified, state-licensed attorney.
Learn how to exclude people from your Estate Plan: How To Exclude Someone From Your Estate Plan