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Reply to "dropping hints about helping financially"
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[quote=Anonymous]She's used to other people directing her, OP. You need to act your like father, and *tell* her: "Mom, you said you were going to give us money. Now is the time for tax reasons. Here's a schedule I worked out with my financial advisor. Tell me whether this is OK for you. We're going to lose so much on taxes if we wait until you pass." She seems like a nice person, so I don't think she's intentionally messing with you. But it sounds like she has no sense of time, has never planned her finances (since your father controlled everything), and very little understanding of tax implications. If she trusts you, she will listen to you. I think you also need to make her feel safe, because perhaps, now she's in control of her own money, she might want assurances that she has enough left over for herself. [/quote]
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