As some of you may remember, last year Mom informed me that she wanted to remove my brother from her will altogether. Fortunately, I didn't have to get a lawyer..etc. because Mom and I had already put each other as joint owner on our accounts...I was already the sole owner at her death..(and vice versa...for her protection too should anything happen to me)
Ok...so, now I have the ugly job of dealing with this.
I say ugly because...even though he is a jerk, and did (said) something that really upset Mom last year (and she was hard to upset!) ... I am having a hard time thinking that I am the one to deliver the news that his own mom had disowned him. That has got to be a tough thing to deal with. I had read some of the postings here, and the heartbreak endured by those who learned this was clear.
So... my idea is to allow him to see only one of Mom's accounts. Give him half of it. Give him those items I think a son should have gotten from his father (dad died 9 months ago).
And..hope he is satisfied. He actually talked about Legal action last year to challenge Dads will...because it left everything to Mom.
What if he demands to see all the books? How can I keep him ignorant of the true nature of the inheritance and keep him from demanding a deeper look?
Since there will be no probate (I already own it all) ... he might see red flags when he understands there will be no court.
Should he push this to the limit....how do I break this to him? I really plan to never see or hear from him again....but, have no desire to cause him emotional pain either. What could I say?