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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]If there’s a lawyer as the executor, just talk to them or don’t worry about it. [/quote]

PS I also think people are being really unfair to the OP. Spouses divvy up financial management responsibilities differently, and she’s also a parent of beneficiaries. Inheritances are like other assets and you have to be diligent.

But I don’t think you should argue with the sister about it because that doesn’t do anything. Just contact the executor and ask for copies of anything you’re entitled to see and/or for a meeting to review. [/quote]

Last thing, it’s really helpful imo to share the details of your estate plan and the documents with your adult children. There’s no reason why anyone needs to be in the dark unless they’re in a personal crisis or something. Just because inheritance involves someone dying doesn’t mean it needs to be secretive. [/quote]

I totally agree with this. Some people feel very awkward about money and some people don’t want a large inheritance to influence their children’s’ work ethics. I understand the latter as a parent myself but it’s short sighted and creates a lot of confusion.

OP, your husband did you a disservice by asking you to fill in for him on the call. If my husband had asked me to do that I would have told him that he needed to be on the call and that if he couldn’t make it he should ask for it to be rescheduled. Your husband should call the lawyer and ask if he is confused. My husband’s parents have a large estate worth millions and even though they have included me in some discussions about it I make a point to let my husband ask questions. I may say “you should ask XYZ because of ABC” but I don’t ask myself and I would never get on a call in his place. [/quote]

I understand some would not include want to discuss it with their in-laws but we aren’t like that.  He’s just as included in my family and my husband writes my mother’s bills for her because her eyes are bad.   I have been included in the estate planning for years.  They have given me a check for the tax gift exemption along with my husband and two children every year for 20 years.  When the federal tax estate was temporarily repealed around 2010 they gave us $400,000 (both our names).    When the estate tax returned they went back to the estate gift tax exemption every year and gave each of us a separate check.

I explained to him about the marital bypass trust and the family trust will be partially funded as soon as they gather the assets.   His sister tells him the opposite which is why he’s  confused.

I know I’m right but I was hoping there might be experts who could chime in. Not so many know nothings talking about greed and leave it to my husband like it’s 1955.   Thank you for the posters who tried to help in a civil way.     [/quote]

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