Estate and girlfriend

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This topic contains 2 replies, has 2 voices, and was last updated by  Leeliz 11 months, 1 week ago.

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    I’m trying to set up some estate planning for my father in New York State. He has a long time girlfriend to which he wants to leave money to, however he doesn’t want it to then go on to her children when she dies. In essence he wants her to have money that she needs for her lifetime. Any ideas how to set this up? thx

    Stacy JohnsonStacy Johnson

    I’m sure it can be done with a trust, but I’m not knowledgeable enough for specifics. Time to talk to an estate attorney. Initial appointments are typically free. Shop around.


    Thank you! That’s the plan, just checking to see if anyone has had some experience with such a thing.

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