They Found a Match on 23andMe and Wanted Money
We are now seeing a rising trend where individuals who discover they are a surprise half-sibling or child of a deceased person through a DNA match are initiating legal action to claim a portion of a settled estate. This unexpected connection, sometimes decades after an estate was closed, can lead to costly litigation and the possible redistribution of assets in a way the original owner never intended, turning a simple genetic curiosity into a serious legal matter for your heirs.
This emerging risk highlights the critical importance of absolute clarity and precision in your legal documents, an action-oriented step that can protect your family from future disputes. When writing or updating a will, relying on general language such as "my children" or "all descendants" may no longer offer sufficient protection, as DNA technology can easily identify previously unknown relatives who may have a legal basis to claim inheritance. We urge you to consult with your estate attorney to ensure every intended beneficiary is named using their full legal name and, importantly, to consider adding a specific exclusionary clause that clearly states any relative unknown to you at the time of signing is intentionally excluded from the estate.
Staying informed about risks like this is key to maintaining a strong and secure financial plan, ensuring that your final wishes are respected and your legacy is preserved for those you intended to provide for. We encourage you to review the full details of this trend, including specific examples of families who have had estates challenged by a DNA match.
Read the article here.

Stout Bowman regularly posts important and interesting information on our blog. Current topics include credit/debit/loans, estate planning, insurance, investing, Medicare, retirement, Social Security and taxes, as well as general information that we think you might find of interest.
We have been publishing an email newsletter for our clients and friends since 2016. Links to all of the newsletters can be found on our newsletter page, with the most recent listed first. We try to keep our emails short, so there are typically only three articles in each one, most of which link to other articles in the financial and mainstream press.
We also have a page on our site for the latest news about our company, notice of any upcoming events, and a market commentary to discuss what our advisors and other financial industry experts conclude about the previous investment performance and what we might expect the markets and the economy will do in the coming months.
Many news organizations offer what is called a Rich Site Summary (RSS) feed, a listing of the latest changes to their site's content. We have subscribed to several of these news feeds and present a list of their latest ten articles on a page on this website to save our clients the hassle of going to multiple websites just to see what is available. Currently, we subscribe to
At Stout Bowman every investment client is first a financial planning client; it's important to go through that process before we make any professional investment recommendations. Therefore, we strive to make financial planning understandable and comfortable every step of the way. One way to do that is to provide our clients access to financial education resources. To that end, we have subscribed to educational websites to receive their news feeds and present a list of their latest ten articles on a page on this website. Currently, we offer