In an article for Rethinking65, our own Constance Amstutz, CFP®, CDFA®, breaks down what actually determines the fate of an inheritance in a divorce and how the reality can be more complicated than expected. She explains why where you live matters so much, since community-property and common-law states treat these assets very differently, and she shows how inherited money that gets mixed with joint assets can quietly turn separate property into shared property before anyone realizes it. Constance also walks through the role that pre- and post-nuptial agreements and careful record-keeping play in changing the outcome entirely.
Disclosure: JFS is not a law firm and does not provide legal services. These materials are for informational purposes only and should not be construed as legal advice. If you require legal advice, please consult with a licensed attorney.
