She’s 14 and estranged from my son, and she doesn’t seem to want to see me.
Before Christmas I again texted them both to arrange a time that I could come down to celebrate Christmas. Neither of them responded in any way.
He dodges every attempt I make to discuss his estate plan. He says that he doesn’t want to offend anyone. Well, he’s already offendedOur house is in joint tenancy, so if something happens to him at least I won’t be homeless. I will, however, lose my income, his income, and the company-provided vehicle.I understand that he wants/needs to leave his share of the business to his brother/partner. But if he dies without a will, all of his assets will go to his elderly father and then to his siblings.
Set up a meeting, and if your partner won’t attend, go on your own. The adviser might suggest that you each hold life insurance policies designating the partner as the beneficiary. The same would go for any retirement accounts. Your adviser should also pass along their recommendations regarding how you as an individual can best protect and provide for your future if your partner dies before you without a will. You should also carefully review your joint tenancy agreement.
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