Fiance wants to be joint beneficiary?

Question

I've got 3 properties of which 1 of them my fiance don't know about it. He is currently renting in one of my properties. We planned to stay in one of my properties after we got married because his house is far from our work area. He found out that I've put my son as the beneficiary of everything I have so he demands that I should make him a joint beneficiary of my house together with my son. What is your advice.

Answer 1

no
ABSOLUTELY NOT
under no circumstances
he is free to enjoy while you are their
but NEVER EVER EVER do it
if he balks and yells
break up
he is after the money plain and simple
their are your properties and you son should inherent them
not him
NEVER confuse MONEY with LOVE
EVER

Answer 2

Put him in the will, with the stipulation that the marriage must last at least 10 years. If you die before then or if he leaves you at any time, then he will not remain beneficiary. Tell him that you feel that if he is to inherit anything from you, he should have invested at least that much time as your husband. Tell him that he did not earn the property, and it is only fair that he put in some years of sharing his life with you before you feel comfortable making him a beneficiary. Tell him that you feel the same should happen with regard to his property. I would only make him the beneficiary to the building that you are living in as husband and wife. All other property should be your son's alone, unless you feel comfortable willing him more after many years of marriage to him.

Answer 3

To play devil's advocate. Sure he has his house and you have yours. He could just go whatever, he loves you and not worry about it.

But ponder this. You plan to marry which means all to have and hold.... richer or poorer. I make what most would consider to be decent money but my wife makes 3 times as much. I though have the serious assets and when I chose to retire will have garunteed retirement for life and free medical forever. A risk in marriage according to the other answers..... yes in a way. But I married her and what I have is hers so it is a non issue.We invest what we make with an eye to the future. That we are together is the thing.

This is how he may see it. Sure you son is protective and all of that but who is he marrying? Is he always going to be about? Are you going to truly going to be married to where he can feel like a man? If something happens to you what happens then....... he gets pitched out by your son? If he gets sick or hurt..... he can't trust you. You have already ommitted some facts which will come out later regardless. Trust is the foundation of marriage and without that it means nothing.

First you delete any talk of your son. Then you decide. Set up the paperwork so that your husband is the beneficiary of most all with a house and such as that is most important.... the man you love and decided to marry. Not your child. Or you don't get married and go from there.

Personally....... if I was him I would run. You ommitted facts and regardless things could be set up legally. But it is a husband and wife thing. Simple as that or don't bother. Do you wish for a partner in life of just a decoration. It makes me realize how lucky I am.

Answer 4

He's being practical: The only time his paretns get the money is if both you and he die. what use is putting a 7 month old child on as a beneficiary of a bank account? The kid can't touch the money until age 18. At least his parents can use the money to benefit the child for the next 17 years. By the way, in many states, even with the parents names as beneficiaries on the account you can still override that by making a will and leaving it to the kid - it depends on your state. But even then, you need someone like his parents to spend the money for the child... P.S. it is really nice of him to put you on the account at all before you're actually married.

Answer 5

Are you crazy? If you do not trust him enough that he knows about all your properties why should you put him as beneficiary? You are not married yet! Keep your son listed and watch out for your so called fiance he seems as though he has his best interests at heart not yours.
If he truly loves you he would want you to do what you want and if that meant leaving your inheritance to your son you should.
I would be very careful of this fellow.

Answer 6

Something is wrong with this whole picture. Your property that you own in your name has nothing to do with him.

You are completely within your rights to leave all of your properties to your son.

I would not be marrying this man, warning warning warning.

A real man would be selling his property and purchasing another for you to all live in as a family. That may sound old-fashioned, but he should offer to do so, not automatically move into your property.

Are you going to be splitting the household bills? Have you even discussed this with him or are you carrying everything without even knowing it???

Demanding....is he your father and are you underage???? I think not, since you have a son and own multiple properties.

Demanding now, means total control later. Have you had this guys background checked.??? He sounds as if he could be one of those serial romancers who marry women and take every cent they have and then move onto the next.

Something is wrong here, be careful and protect yourself and your son.

I would think that you have a lawyer, since you are a property owner, and I bet if you talked to him/her about this he would advise you to drop this guy like a hot potato.

I think you are being used here.

If everything is on the up and up and you trust this person enough to marry him, why is he not aware of one of your properties? Is your intuition telling you that something is wrong with the whole picture and you are trying to protect yourself and your son from financial ruin?

Please be careful and I wish you and your son the best.

Answer 7

My beneficiary is my grandson. How old is your son? My husband can take care of himself so he doesn't need the money. If he demanded anything, I'd be suspicious. It's different for married people than it is for people who aren't. Check with the laws in your state, because spouses are sometimes already taken care of. However, I wouldn't DO anything unless you were married. It could go seriously wrong otherwise. It could anyway, so I'd be watchful and suspicious of his motives.

Answer 8

H3LL NO, you do not put this person before your son. I would literally leave a man for this. Did he help you to accumulate these properties? How much of his money is tied up in the equity? Once you are married, he will get his half of equity if you 2 ever divorce but I think he is way way way out of line. just my opinion

Answer 9

NOOOOOOOO! Don't do it. your child has to be your FIRST priority. Weve got 3 children, and weve got alot life insurance policies, some investments (separate from each other), and other varies money markets, but weve got a will that states who gets what... your finacee should not have any legal rights to any of your property before or after marriage. it's YOURS. I know this is going to sound very cruel, but don't include him. Have him sign a pre-nuptial agreement and have a will made up. Because what if something happens and you were gone.. your son and husband would be left to fight it out. It's not fair to your son that he has to fight for what is righfully his.

Answer 10

Yes keep YOUR SON, as your sole bennificiary, blood first, if he don't like it he is showing his true colors.

In Fact if you want to avoid all problems and lawsuits i suggest you give your son halve of the properties before you get married that way, if the unthinkable happens you'll be prepared.

Answer 11

What possible reason could have to demand such a thing unless he is after your property? Tell him no and don't tell him about your other property. Get a pre-nup. And while you're at it, think long and hard before you marry him.