Giving a Beneficiary the Right to Reside in Property

Our clients sometimes want to leave their house (or other residence) to be used by a child, spouse or other person. But maybe they don’t want to leave the property outright to the beneficiary. It should be easy to leave the property to be used by the intended beneficiary but to revert to other beneficiaries. Right? Not so fast. Let’s talk more about this idea.

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This episode was published on June 11, 2023.

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