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Inherited money and beneficiaries

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Squirrel48

Junior Member
What is the name of your state (only U.S. law)? California

My husband and I live in California; we have two adult children. I recently inherited some money.

Is there reason to keep this inherited money separate from our joint money?

If I die, I’m fine with this money going to my husband, but if he remarries, I would not want him to bring this money into a marriage where the new wife would automatically be the beneficiary, rather than my children. Should I make my own living trust?

I’d be happy to be sent a link to some information that would explain all this.

Thank you.
 


curb1

Senior Member
You ask a very common concern. Keep the inherited money in a separate account (with your children as beneficiaries) and talk to an estate attorney. Your husband should appreciate your concerns.
 

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