Disinherited

18 Jun 2024 · 0 min

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0:26

In this brief video, the speaker warns that stepchildren will be disinherited unless they are explicitly named as beneficiaries in a will, trust, or on account designations. He explains that dying without a will, trust, or beneficiary designations triggers intestate succession under state law, which typically excludes stepchildren from inheriting. The speaker also includes a short promotional request to subscribe to his newsletter.

You will disinherit your stepchild when you die unless you specifically name them as a beneficiary in your will or your trust. What does that mean? Well, that means if you die without a trust or a will— but first, it means you need to subscribe to my newsletter at my link— and you haven't put beneficiaries on your accounts, then your state law would determine how your estate is divided, and your stepchildren will get nothing.