Widows & Widowers Support Group
This community is dedicated to those who have lost a husband, wife, or partner. Anything is open for discussion here, with the hope that we can focus on grief, bereavement, life after loss, and continuing on after a great loss.
At one point in my legal career, before the probate battle with my SIL, I had worked for a probate lawyer. It wasn't my favorite point in my career. Anyway, I did learn some valuable lessons. One is that your will needs to be simple and clear - no ambiguity. The second is that if it is questioned or challenged in court, that you want it to be as straightforward as possible. It is not useful to put in, for instance, 5,000 words about why so-and-so is a terrible person, or put jokes in your will, or whatever. Remember it is a legal document, and any challenge will be interpretted by legal minds. If there is more you wish to say upon the reading of your will, record a video or write a letter and specify that it be read after your death.
It is important that if there are specific bequests that those be listed. Otherwise, the language needs to be clear that whoever the executor of your will is will have absolute authority to decide and disburse things.
The best way to do all of this is with legal advice. Yes, you can handwrite your will or buy a form at Office Depot, but it really is worth it to talk to a professional who is current on the laws. Lawyers will alkso tend to have notaries handy to witness your signature, among other things which is required.
Kathleen, as far as your daughter is concerned, I would leave her $100. That way there is no dispute that you "meant" to leave her some other portion of your estate, and your son should not be hassled for what you "meant" to do. That's just my thoughts on that, and shouldn't be taken as legal advice. Truly, an hour with an attorney would be a good idea.
The other point that should be made is that you can change your will or add a codicil later if your circumstances change as far as your daughter goes.
When you are updating your will, you might also want to think about who will have the authority to make medical decisions for you and have that put in writing (that's a separate document). If you do not trust your daughter, that is something you might wish to do, too, to make it clear who will have that responsibility and authority.
As far as what the Lord thinks, only He knows. I am reminded however that it is a Commandment to "honor thy father and thy mother...."
Just my spin on this for whatever it is worth.
Love and Hugs,
Martha
If you are needing to rewrite your will maybe you could leave most of it to your son and just leave your daughter a portion that you would deem to be fair for her, maybe a 70/30 split. Just a suggestion.
I personally wouldn't worry too much about what god thinks, but what you could live with comfortably in your own conscience is how i would deal with it anyway. Sometimes as a parent we have to take the high road, even when it goes against our grain.
If your daughter has children, you could will something to the grandchildren to get the money when they are 21 or older. My daughter do not think 21 is mature enough to get the money and request that the grand kids to get the money at 25 instead. Talk to your lawyer to see what is best for you. Take care.
I believe we do and should love our children equally. But when it comes our treatment of them...I vote for "fair" vs "equal".
Equal doesn't always = Fair.
Yes, a wayward child will resent not having an "equal" share...but an always responsible, there-for-you child, who does all the work, etc...will have every right to resent not being treated FAIRLY.
It's a tough call, isn't it?
I think the best thing was when my own Mother went through a 60 plus Lawyer and laid it all out. She sent a copy to each that were not in present of the moment. Who would and would not administer funds, details of the service and our roles were included...But she was that way. The only thing that we were given choice of, was flowers, and those were to be a minimum. She said her garden was us. She was also just diagnosed with cancer(small cell) and wanted all 7 of us to know her intent. It removed the basis for any arguments, following her passing. We were left with the knowledge that she wanted the only thing for us to feel, was that of losing a parent. BTW, I plan on being just that explicit when the time comes.
I really like maxine44's idea. Fair does not mean equal. I do want to be fair, not punitive. It is not fair for her to inherit land that my son has done all the work on. In the ways my daughter has been able to help me when I'm having surgery or loss of my husband, she has been absent. That is not fair to me. So on the flip side, it would not be fair to give her more than she deserves because there have been so many times I helped them and then later I needed help and she was absent from the scene. Consistently for 20 years.
Thank you all for your advice. It sure helps to have so many friends here who can give their experiences and recommendations.
I truly have much to think about, thanks to your help!!
i am glad you brought this topic up - for me doing a will was a top priority, that i still have not addressed.difficult for me - but must be done.