Estate and girlfriend

Home Forums Need Advice Estate and girlfriend

This topic contains 2 replies, has 2 voices, and was last updated by  Leeliz 8 months, 3 weeks ago.

Viewing 3 posts - 1 through 3 (of 3 total)
  • Author
    Posts
  • #164294
    Leeliz
    Participant

    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

    #164296
    Stacy JohnsonStacy Johnson
    Moderator

    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.

    #164396
    Leeliz
    Participant

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

Viewing 3 posts - 1 through 3 (of 3 total)

The forum ‘Need Advice’ is closed to new topics and replies.