I'm writing a will and am wanting to leave a cash gift to a specific charity, with the remainder of my estate going entirely to my spouse. The majority of our estate is jointly owned, and she is the beneficiary on my life insurance and retirement accounts. My sister is the pre-designated beneficiary on a few government bonds. If my personal (non-jointly owned) assets with no designated beneficiary total less than the amount I gift to the charity, will my spouse have to make up the difference or will the charity simply receive the lesser amount?
The charity will get less, although the spouse still has the right to an elective share, years support and homestead which may reduce the amount the charity receives.
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