What bequests should not be put in a will?

What bequests should not be put in a will?

  • August 23, 2021
  • David Greene
  • Comments Off on What bequests should not be put in a will?

Thank you for your question.  There are several items you do not want to put in your will.  Here are some: (1) Any real estate in which title is held in joint tenancy with right of survivorship, (2) bank acccounts that are designated as POD, (3) life insurance, IRA, 401K or other reitrement plan because these already have a designated beneficiary.  You can, however, designate your estate as the beneficiary and then your will will deal with that as any other asset in the estate. (4) Property that is already in a Trust, (5) Personal desires for your funeral.  This is because a will is generally not examined until after the funeral and your desires might be missed.  Therefore, you should write out your wishes for your funeral and give that document to your loved ones.

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