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HERGOTT: Keeping wealth out of evil stepchild's hands
Paul Hergott says Amanda can change her will in secret or press for a new plan to keep her half of the estate from her stepson.
- Lawyer Paul Hergott outlines estate-planning tactics for blended families, addressing how spouses like Amanda can secure their 50% share of wealth from stepchildren without spousal knowledge.
- Early in their relationship, Amanda and Robert created classic mirror wills where everything goes to the survivor, then to Nicholas, but Amanda now seeks to divert her share due to his ongoing hostility.
- Amanda can implement a new, secret will without Robert's knowledge to ensure her assets reach her chosen beneficiaries, or issue an ultimatum requiring him to cooperate with a new plan.
- Hergott warns that Robert can also take sneaky steps behind Amanda's back to change his own estate plan, potentially redirecting his share to Nicholas if he suspects her intentions.
- Amanda might consider a "wait and see" approach if Robert's health or age suggests she may outlive him, allowing her to gain control over their combined assets later.
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4 Articles
Coverage Details
Total News Sources4
Leaning Left3Leaning Right0Center0Last UpdatedBias Distribution100% Left
Bias Distribution
- 100% of the sources lean Left
100% Left
L 100%
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