Reply to How do I/should I talk to my mom about money and sibling issues?

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[quote=Anonymous][quote=Anonymous]The reason this is now really bothering me: she asked me for help finding a financial advisor and getting her materials ready for a meeting with the advisor, and in the course of doing this, at her request, I discovered that while half her assets are titled in a trust that will, after her death, benefit my brother and me equally, fully half her assets are in an investment account titled jointly under her name and my brother's name. 
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She got you involved in her finances, so it's quite fair to ask about them. Something like, "I see that half your investments are also in Larlo's name, and the other half will be shared by us. Is it your intention that he 3/4 of your estate goes to him?" Then see what she says. If that's actually her plan, you are certainly entitled to let her know that the unequal distribution feels like an expression of her feelings toward the two of you. She might not see it that way--she might just be worried about her darling baby boy while she knows you can take care of yourself. But you're still entitled to your feelings, and she should know in advance that an unequal plan could be potentially damaging, particularly in terms of your relationship with your brother.[/quote]

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