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  • Home
  • About Us
    • Gratia Schoemakers
      • Community Outreach Program
    • Testimonials
  • Virtual Services
  • Estate Planning
    • Estate Planning Basics
    • Last Will and Testament
    • Revocable Living Trusts
    • Durable Power of Attorney
    • Medical Power of Attorney
    • Living Will
    • Family Estate Planning
    • LGBTQ Estate Planning & Asset Protection
    • Kids Safety Plan™
    • Business Succession Planning
    • Guardianship
      • Guardianship Planning
    • Special Needs Planning
    • Legacy Preservation Planning
    • Asset Protection
    • Trusts
    • Pet Trusts
    • Gun Trusts
  • Probate
    • Texas Probate Guide
    • Probate of a Will
    • Texas Affidavit of Heirship
    • Texas Small Estate Affidavit
    • Texas Heirship Determination
    • Texas Muniment of Title
    • Trust Administration
  • Family Law
    • Divorce
    • Collaborative Divorce
    • Mediation
    • Custody / Visitation
  • Blog
  • FAQs
    • FAQs – Videos
    • FAQs – Estate Planning
    • FAQs – Beyond Money in Estate Planning
    • FAQs – Divorce and Estate Planning FAQs and Myths
    • FAQs – Estate Planning for Newlyweds Myths and FAQs
    • FAQs – Estate Planning for Young Adults
    • FAQs – The Estate Planning Cast of Characters
    • FAQs – Expecting an Inheritance
    • FAQs – Myths and FAQs – Planning for Conflict Prone Families
    • FAQs – New and Expanding Families
    • FAQs – Pet Trusts
    • FAQs – Probate
    • FAQs – Standalone Retirement Trust Myths and FAQs
    • FAQs – Trust Modifications
    • FAQs – Unwinding Obsolete Planning
    • FAQs – Why You Want to Avoid Probate
    • FAQs – Year-End Planning Myths and FAQs
  • Contact
    • Virtual Estate Planning Login
    • Client Portal

Disinheriting

Parental Warning: If You Own Your Property This Way, You May Accidentally Disinherit Your Own Children

March 8, 2019 By Gratia P. Schoemakers, Esq.

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Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous.  Sadly, children – both minor and adult – are often disinherited. While there are several forms of joint ownership, the one most people use (and the one considered in this discussion) is called “Joint Ownership with Right of Survivorship.” When […]

Filed Under: Estate Planning, Home/Property Ownership Tagged With: Adult Children, Children, Disinheriting, Minor Children, Probate, Trust, Will

The One Thing Every New Grandparent Must Do As Soon As Possible

August 23, 2018 By Gratia P. Schoemakers, Esq.

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Congratulations on welcoming the newest addition to your family.  Being a new grandparent changes everything — including how you approach your finances — and is one of the most joyous occasions in life.  The excitement of a new baby — and all of the firsts that come with this bundle of joy — can grab […]

Filed Under: Estate Planning Tagged With: Beneficiaries, Disinheriting, Estate Plan, Grandchildren, Mistakes

The Perils of Promises… Marlon Brando’s Story

June 30, 2016 By Gratia P. Schoemakers, Esq.

Legendary Oscar-winning actor Marlon Brando left the bulk of his estate (worth approximately $26 million) to his producer and other associates. Brando created a valid last will and testament. However, he did not include his longtime housekeeper Angela Borlaza – who later sued alleging that Brando promised that she would inherit a home from him when he […]

Filed Under: Estate Planning Tagged With: Celebrities, Disinheriting, Mistakes, Will

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S.

September 21, 2015 By Gratia P. Schoemakers, Esq.

Believe it or not, in the U.S. it isn’t easy to disinherit your spouse.  But the same is not true for other family members – generally, you can use your estate plan to disinherit your brothers and sisters, your nieces and nephews, or even your very own children and grandchildren. However, in the majority of […]

Filed Under: Estate Planning Tagged With: Disinheriting, Spouse

Who’s Going to Get It: Do You Really Know the Beneficiaries of Your Dynasty Trust?

December 15, 2014 By Gratia P. Schoemakers, Esq.

Today many estate plans contain irrevocable dynasty trusts that will continue for the benefit of a spouse’s lifetime and then for the benefit of several generations.  Since these trusts are designed to span multiple decades, it is important that they clearly define who will be included as trust beneficiaries at each generation. Who Are Your […]

Filed Under: Estate Planning Tagged With: Beneficiaries, Disinheriting

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