AnotherDreamer
Dryer sheet wannabe
- Joined
- Apr 2, 2018
- Messages
- 14
Hmm.
So despite what he promised your father, and despite what his previous will said (which your sister thinks is still in effect) your uncle has decided to leave everything to you and none to your sister. Wow.
And it sounds like the inheritance would be considerable. And that if your sister got nothing, you would retire?
It was one thought of many. The general consensus of advice from what I gather is it wouldn't be wise to consider ER for my situation.
If it were me, I'd get sis involved now, rather than wait. I would talk to uncle and be stern that he must deal with this now so that the entire burden doesn't fall on you. Without that, your sister will certainly hire an attorney to challenge the will and suggest that you exerted undo influence on him to stiff your sister. The only people who win when surprises like this happen are the battling attorneys. You stand to lose a ton in attorney fees, as well as losing any connection you may have with your sister.
His attorney was right. He is wrong. Perhaps you can convince him to deal with it now. He has a right to dispose of his money any way he chooses. But dropping the bomb on your sister with no warning is a huge mistake.
I'd love to get my sister involved but I'm not prepared to jeopardize my uncle's trust for future potential havoc. At this point, given my uncle's explicit wishes, I think it's best to let him decide how to disclose to my sister.