At least I think it may be unusual, but who knows.
California, self and wife, 2 married daughters, one in state, one not. Labels: A and B respectively. A and spouse are considerably ahead, financially, of B and spouse and will likely remain that way.
A and husband have repeatedly deserved their way out of anything we might have left them. So originally, we figured B and hubby would get it all, CA home included plus likely 7 figures plus in liquid assets (that would depend on timing and some other things of course but it is likely). In any case, the house is definitely that and more. When we shared this original plan with her, B clearly stated she will not live in CA,
So recently B, who is still on good(ish) terms with A, indicated she would leave a good percentage of whatever she got from us in her will to A's child(ren). (B will probably not have kids).
This does not suit us well. Are there ways to prevent, or substantially prevent, that last intention above from being fulfilled? It is our money, our hard work that created it, so we say no thank you to that plan.
One idea but I don't know how far that will fly:
Write the will to provide B a small percentage of the balance each year. For example 3 or 4% a year of the liquid assets until depleted. Idea is to give her enough (they are comfortable, but not very comfortable) that their life improves, but not enough that it improves to the point where they get demotivated to do anything, and certainly not enough to where they feel they can easily part with half of it.
The house we could will to charity, but I'd really like to give it to an org that does a good job helping the unhoused, or children or elders needing special care.
Other ideas? I plan to meet an attorney but need to select one first, and would like to have some idea of the possibilities before meeting.
