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Rorey

(8,513 posts)
2. I need to figure things out also
Sun Jul 11, 2021, 11:11 PM
Jul 2021

Last edited Mon Jul 12, 2021, 06:36 AM - Edit history (1)

I had an aunt that made everything "Pay ON Death". It worked out very well. She set it up so nobody could ever figure out what anyone else was getting. It didn't stop my sister from trying to sue because she didn't think it was fair, but she ended up dropping the suit very quickly.

Another aunt had a complicated estate, and she left the nieces and nephews varying percentages. She showed definite favoritism, and those who got lower percentages were understandably upset. We weren't particularly close, but it ended up fracturing the family so much that there was no longer any kind of communication with several. Nobody really knew what anyone else got, except for the executor (my brother), but those who got small percentages definitely knew what they didn't get.

I know that doesn't answer anything for you, except that the "Pay On Death" thing might be something you would want to do.

Latest Discussions»Culture Forums»Personal Finance and Investing»Has anyone used one of th...»Reply #2