From our “Ask a Question” Mailbag: Intentionally Disinherited in Montgomery County

Most Recently Updated July 20, 2018.

“My mom died a resident of Montgomery County, Pennsylvania and named her girlfriend as beneficiary of her life insurance policy and pension. I was listed as a secondary beneficiary. Can my mother give her life insurance and pension to her girlfriend instead of her children?”

Intentionally Disinherited in Montgomery County

Intentionally Disinherited in Montgomery County

In Pennsylvania there is no requirement that a mother leave her children any part of her probate estate. There is also no requirement that your mother had to leave her life insurance to a child. Pensions may have their own sets of rules about where the pension benefits have to pass at death, but these rules usually protect a surviving spouse, not children. You may wish to contact her benefits person who oversaw your mother’s pension to see if she violated any rules by skipping a child in favor of a girlfriend.

More Probate Questions?

Disinheritance is only part of the overall probate process. By all means, if you wish to learn more, please read my more detailed article, The Probate Process All You Need to Know.

In Conclusion: Intentionally Disinherited in Montgomery County

I hope that this article was helpful in explaining disinheritance. Further, I included links to even more detailed information on my website. Therefore, please contact me and let me know how I did. Certainly, your comments and questions are welcome!

Let our Probate Lawyers help walk you through what can be a confusing process. To begin with, call to speak to one of our experienced Probate Attorneys.  By all means, our lawyers are ready to answer your questions. In fact, feel free to contact our office for a free consultation. Ultimately our goal is to make the process as painless as possible!

Wills, Trusts, Probate, and Estate Litigation, It’s All We Do