Message from @Gailm
Discord ID: 657965179539161118
jusst ran out got to make more wife will put some on she just came home from shopping
What is Santa bringing you for Christmas?
I am not expecting anything - just giving this year.
I made a decision to give the money packets to everyone that Mom and Dad gave every year.
Hope my brother doesn't have a problem with that.
I'm the Executrix and Trustee, so I make the decisions.
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
Also, I just opened savings (education) accounts for each of my three grandchildren with a small part of my inheritance.
tell him if he don't like it to lump it lol
He kept asking when we'd get the money.
It's complicated.
good for you you sound like you ae a very kind person to me
But then I found out he needed it to pay his taxes or he'd take it out of his 401-K.
So I pulled some out of Mom's bank account (against the lawyer's recommendation) and gave it to him to pay taxes
i guess the 401's are doing good now arent they
Why should he pay a penalty when we'll be getting the money soon anyway?
he is right
Yes, it should be doing well, depending on how he invested it.
The only stipulation is when I give my brother money, I have to take the same amount.
yes wife has some but they are the ones that dont give much
Dad had some investments in the Trust, but also some outside the Trust.
It's really complicated, and I have to figure it out with the lawyers and brokers.
And no, I'm not going to be a millionaire.
Not even close
well it is always best to have investments in different places so you cant loose it all at one time
That's certainly what Dad did.
What a mess, though.
It will all work out.
he did the right thing
I have to retitle things from the Living Trust to the Survivor Trust, then split it in half
Some can be split and others have to be liquidated. Uggghhh!
yes it makes it harder for you to figure things out whan you are doing it
And it's not like there's tons of money in any of them.
But I've been helping the parents with financial stuff for about 3 years
That's why they made me Trustee and Executrix.
is there was wouldnt that have been great i have never inherated anything in my seventy two years from no one
Do you get together with your chldren and grandchldren for Christmas?
(My father was very smart - we never knew how much)
just for christmas meal is all
goinng to put tea on wife is doing something brb