How “Special Friends” Can Cause Estate Battles
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After a loved one passes, it’s not unusual for an unmarried partner, ‘special friend,’ or even a brand-new spouse to make a claim on property, jewelry, or bank accounts. Without a clear plan in place (that outlines your wishes), the fight over what belongs to whom often lands up in court , with the real cost measured in broken family ties.
Many in midlife juggle blended families, second marriages, and caregiving responsibilities, which makes having clear plans all the more crucial.
3 Ways to Lock Down Your Legacy
Be Specific About Gifts
Jewelry, keepsakes, or heirlooms should be clearly listed in your plan.Define Care for Partners or Friends
If you want to provide for a partner, outline it in a legally enforceable will or trust. And tell your loved ones so there is no confusion about your wishes.Use a Trust for Control
A trust doesn’t just spell out your wishes, it locks them in. By placing assets into a trust, you decide who gets what and when. This prevents messy disputes after you’re gone, keeps your intentions private, and can even protect loved ones from creditors or poor money choices.
What Happens Without an Estate Plan?
Simply put: The courts sort it out. which means delays, attorney fees, and public fights. What you intended may not be what happens.
Final Takeaway
If you want to protect both your loved ones and your peace, you need to put your intentions in writing, down to the details.
Don’t know where to start? Book a Peace Session with Trusted Legal Warrior PLLC to secure your legacy from unwanted drama.