Ronald J. Cappuccio, J.D., LL.M. (Tax)

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Innovative Strategies For Winning Tax Controversies, Business Structuring And Estate Planning

Questions Frequently Asked About Estate Planning

At Ronald J. Cappuccio, J.D., LL.M. (Tax), I have answered many questions about estate planning. Here is brief information about one of the most commonly asked questions I answer. For a consultation for legal advice and representation, you may text me at 856-745-4330 or call my office in Cherry Hill at 856-665-2121. If you prefer, contact me online through my secure website.

Can I Leave My Child Out Of My Will?

I had my will prepared leaving all I have to my three sons. The time has come to remove one son and his family from my will. Is it enough for me to attach my wishes to my original will, or must I have a new will drawn up?

First, you need to see a tax and estate planning attorney. When a client wants to exclude a normal beneficiary from a Will, such as a child or grandchild, I like to review the reasons. Sometimes, it is because the beneficiary cannot handle finances, or needs some controls on the money. In that case, a Trust can be set-up to solve the problem. If the testator truly wants to disinherit the person, I specifically mention the person’s name and provide a general statement about excluding them.

Contact Me To Learn More About Estate Planning

Legal advice and representation for estate planning matters should only come from a licensed attorney. I can help you with that. You may text me at 856-745-4330 or call my office in Cherry Hill at 856-665-2121. If you prefer, contact me online through my secure website.