By Kerry Reilly
With the growth of blended families, having an estate plan in place becomes even more important. On February 7, 2019, The Boston Globe published an article entitled “A patriarch leaves no will and the home he meant for his Cambridge family may be lost,” which illustrates in heartbreaking detail what happens when we don’t have the right plan in place.Noel and Richlene Aimes lived with their extended family in a home they had cared for and loved for more than 40 years. Mr. Aimes did not have any children; Mrs. Aimes did. Neither had a valid will, and unfortunately, Mrs. Aimes passed away first. After Mr. Aimes’ death, stepchildren and step-grandchildren, who have long lived in the house, had no rights to it. Instead, distant Barbadian relatives of Mr. Aimes are now the owners of this multi-generational family home.
As they say in Us Weekly celebrities are just like you and me. Aretha Franklin, Prince, James Gandolfini, among others, died without leaving a will. The same concerns were heard that “that’s not what he/she would have wanted.” What keeps us from documenting our wishes so that what we want to happen, does?
There are a number of reasons why we don’t get our wishes documented in wills, health care proxies, living wills, trusts and other documents. Sadly, not getting these documents in place can lead to emotionally devastating and financially complicated ends that make the incapacity, or loss of a loved one even more devastating.
Legally, with respect to the home, Mrs. Aimes’ children are “essentially a stranger to Mr. Aimes,” even though some had cared for him for years. Intestate laws (the plan you end up with courtesy of the state, if no other plan is in existence) look at blood relatives, not the family we live with, love and work with day-to-day. We all have some idea of what we want to happen to our property and whom we want to take care of. These wishes can only be fulfilled with the appropriate planning in place.
Please see these other Margolis & Bloom Blog posts on the importance of planning:
Kerry R. Reilly is Of Counsel to Margolis & Bloom
Original Globe Article: (A Patriarch Leaves No Will and the Home he Meant for his Cambridge Family May be Lost)