After mom died this past year, dad (90) had the will rewritten in a much simpler fashion -- 50/50 split between my sister and I (except he has told me she gets his car since he is giving me my mom's car this month, which is fine with me, I'm not telling her so when the time comes she is going to be happily surprised).
Last week dad contacted his financial managing firm and had them draw up papers distributing gifts in perpetuity to a number of organizations, charities, and his sister, with the remainder being split between my sister and I. Wouldn't the will override this change to his financial account management? And does "in perpetuity" mean that my sister and I will have to continue giving gifts of a set amount to these organizations, charities, and his sister?
I'm so confused. But I am more concerned that my father is either confused himself or being taken for a ride. The lawyer was supposed to be involved in all these phone calls with the financial management firm but they said they couldn't get him conferenced in.
I told dad I want to speak to his lawyer and he asked me to wait until next week while he attempts to contact him again. My sister is under the impression that the lawyer may have washed his hands of my father since it appears dad doesn't take the lawyer's advice.