DEAR AMY: My mother recently died, and I’m expecting a relatively substantial inheritance from her .My mother originally told me she intended to halve the inheritance between my brother and me when he was still alive, but after he died, she then decided to pass her entire inheritance to me, giving nothing to her grandchildren .My beloved brother always believed in fairness, and to me my mother’s favoritism is unacceptable.
The problem is that my control freak, anxiety-ridden husband of 40 years, who feels we need more money , has told me what he intends to do with the inheritance. He sees this as a financial issue of our “need,” and feels it is generous to give anything to my nieces, but I view it as a marital issue and an issue of my wanting to do right by my dear brother, who would be brokenhearted to know about the situation.DEAR AUNT: Before making any decisions, you should consult a financial planner with experience dealing with inheritance in your state.
Your plan is to take half of this money and to give a portion of it to his daughters each year. A financial adviser will also let you know if this is a sound plan.
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