What should I do if I want to disinherit a beneficiary?

If you have an estate plan and want to disinherit a beneficiary in California, there are a few steps you must take. First, you’ll need to make sure that you update your will or revocable living trust. Depending on your estate plan, you might need to create a new document or amend an existing one. Your document should specify that the beneficiary will not receive any of the assets or property from your estate. You’ll also need to make sure that all other documents related to your estate, such as powers of attorney and beneficiary forms, reflect your wishes to disinherit the beneficiary. Additionally, if any property is held in a joint tenancy with right of survivorship, you will need to consider breaking up the joint tenancy so that the beneficiary will not receive any of the property. It is important to keep in mind that you should review your estate plan regularly to ensure that all of your documents reflect your wishes. It is also a good idea to review any changes that have been made with your lawyer or a trusted financial advisor to make sure they are valid and legal.

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What should I do if I want to disinherit a beneficiary?

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