Message from @Gailm

Discord ID: 657965179539161118


2019-12-21 15:13:21 UTC  

jusst ran out got to make more wife will put some on she just came home from shopping

2019-12-21 15:14:01 UTC  

What is Santa bringing you for Christmas?

2019-12-21 15:14:17 UTC  

I am not expecting anything - just giving this year.

2019-12-21 15:14:38 UTC  

I made a decision to give the money packets to everyone that Mom and Dad gave every year.

2019-12-21 15:14:49 UTC  

Hope my brother doesn't have a problem with that.

2019-12-21 15:15:14 UTC  

I'm the Executrix and Trustee, so I make the decisions.

2019-12-21 15:15:17 UTC  

I am too old for that any more and the wife too if i want something i get it and if she wants anything she gets it no more giving something tha a person donnt want

2019-12-21 15:16:07 UTC  

Also, I just opened savings (education) accounts for each of my three grandchildren with a small part of my inheritance.

2019-12-21 15:16:08 UTC  

tell him if he don't like it to lump it lol

2019-12-21 15:16:27 UTC  

He kept asking when we'd get the money.

2019-12-21 15:16:33 UTC  

It's complicated.

2019-12-21 15:16:44 UTC  

good for you you sound like you ae a very kind person to me

2019-12-21 15:16:53 UTC  

But then I found out he needed it to pay his taxes or he'd take it out of his 401-K.

2019-12-21 15:17:27 UTC  

So I pulled some out of Mom's bank account (against the lawyer's recommendation) and gave it to him to pay taxes

2019-12-21 15:17:35 UTC  

i guess the 401's are doing good now arent they

2019-12-21 15:17:46 UTC  

Why should he pay a penalty when we'll be getting the money soon anyway?

2019-12-21 15:18:02 UTC  

he is right

2019-12-21 15:18:03 UTC  

Yes, it should be doing well, depending on how he invested it.

2019-12-21 15:18:33 UTC  

The only stipulation is when I give my brother money, I have to take the same amount.

2019-12-21 15:18:39 UTC  

yes wife has some but they are the ones that dont give much

2019-12-21 15:18:43 UTC  

That's why I opened the accounts for the grandchildren.

2019-12-21 15:19:05 UTC  

Dad had some investments in the Trust, but also some outside the Trust.

2019-12-21 15:19:25 UTC  

It's really complicated, and I have to figure it out with the lawyers and brokers.

2019-12-21 15:19:46 UTC  

And no, I'm not going to be a millionaire.

2019-12-21 15:19:53 UTC  

Not even close

2019-12-21 15:19:59 UTC  

well it is always best to have investments in different places so you cant loose it all at one time

2019-12-21 15:20:18 UTC  

That's certainly what Dad did.

2019-12-21 15:20:24 UTC  

What a mess, though.

2019-12-21 15:20:29 UTC  

It will all work out.

2019-12-21 15:20:39 UTC  

he did the right thing

2019-12-21 15:21:01 UTC  

I have to retitle things from the Living Trust to the Survivor Trust, then split it in half

2019-12-21 15:21:20 UTC  

Some can be split and others have to be liquidated. Uggghhh!

2019-12-21 15:21:31 UTC  

yes it makes it harder for you to figure things out whan you are doing it

2019-12-21 15:21:35 UTC  

And it's not like there's tons of money in any of them.

2019-12-21 15:21:58 UTC  

But I've been helping the parents with financial stuff for about 3 years

2019-12-21 15:22:10 UTC  

That's why they made me Trustee and Executrix.

2019-12-21 15:22:41 UTC  

is there was wouldnt that have been great i have never inherated anything in my seventy two years from no one

2019-12-21 15:22:44 UTC  

Do you get together with your chldren and grandchldren for Christmas?

2019-12-21 15:23:08 UTC  

(My father was very smart - we never knew how much)

2019-12-21 15:23:10 UTC  

just for christmas meal is all

2019-12-21 15:24:11 UTC  

goinng to put tea on wife is doing something brb