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A woman seeks advice on how to handle a potential inheritance from her father, who is suffering from dementia. While she was previously indifferent to the amount, discovering it could be in the millions has caused emotional conflict, especially as some siblings attempt to exclude her from the will.
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I don't know how direct I need to be with my dad
in asking about our inheritance.
And long story short, my dad has four kids.
The three, you know, grew up in the household I did not.
You know, I grew up in the States with my mom.
So I've never been entitled to any of that stuff.
And it's fine, right?
I've made my own way.
I told the screener, I'm a baby steps millionaire.
thanks to you guys, wow, good for you, thank you
so I was always led to believe, sorry if I get
emotional, um, but it was hundreds of thousands of dollars
which I didn't want to fight for, right
like I don't want to fight for, you know, like 50k, it's
not going to change my life anyway, I got a
phone call this week and it might be more in like
the millions of dollars that this inheritance
this might be. And anyway, I'm just like feeling conflicted because,
you know, two of my siblings
are trying to get me out of the will.
You know, my dad's starting to get dementia. Um, but I guess
as the will stands, I'm supposed to get the house and some money.
So again, like I was always of
the camp of, I'm not fighting for this.
Like, it's not, not something I expect, you know,
at the time I said, it's not going to change my life,
but now that it's, I don't know,
a life-changing number, I don't know
am I being greedy? Like, should I pursue that? Like, I just
I'm struggling, like I couldn't even sleep last night trying
to figure out what I should do next
all right, do you have any relationship with the siblings
at all? I do with one, um, the oldest one
has kind of been on my side of like hey
this is about fairness, like it doesn't matter that
you know she's not like she's a half sister
so um, so anyway yeah, so just with one, the other two
it's like friendly, but you know it, I mean they have put me
in my place before, of you know you're
like that midlife mistake, you know what I mean
so see, and that's the part, I hate all this for
you so much like it sounds like there's a lot
of emotions it sounds like there's a lot of water
under this bridge that has gone on and I feel like
that's what's clouding this discussion
and I get it I'm not saying you wouldn't
be clouded by that because that's there's a lot
there just in the few things that you've told us
but what I would want to keep first and foremost
is what you said which is you were going throughout life
and you were fine with your baby steps
millionaire doing your thing
and at the end of the day whatever happens I would just keep in mind
It's not yours nor your sibling's money at this point.
It's your dad's money, and he's going to make a plan that he sees fit.
Now, I do want to know, whatever it is,
like these bits and pieces that you guys do know about the will,
how do you know that?
Is that from your dad's mouth?
Was there at one point a reading of the will,
or is this just jibber-jabber from the family?
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NMLS ID 1591.
NMLSconsumeraccess.org.
Equal housing lender.
It's from my oldest sibling.
Um, so I got a call, like I said, and, uh,
she was, sorry, I'm getting emotional, but,
um, again, she said, so anyway,
there's a lot of properties involved, right?
And pretty much they're getting the lion's share.
And it's basically, how does she know,
how does she know, because she knows what all
it's worth.
She's kind of had her hand in all these things.
She helped him, um, make the will.
No, she, I mean, she is, she knows what's in it.
basically she didn't make it
um but she said yes basically you know you're you're supposed to get
this fourth home plus you know whatever is in the bank
and they're trying to make it so you don't
get the home and you know it basically goes to the grandkids
which i don't hate that either right
i just wouldn't bet on what she's saying i think i would go straight
to your dad and i'd say dad
talk to your health is going we all know that but you need
to i would love if you would speak to us
about what your final wishes are going to be with the property
so that we're hearing it directly
from you and with the spirit of what you have
in mind behind it you know our family is messed up
and it's going to mean a lot to me to hear
your wishes from you versus one of my siblings that's
all you can ask for okay so just address it straight
on how do you bring that conversation
up though without entitlement yeah a lot a lot of gratitude
and humility um but just say dad
this is starting to weigh on me because it's getting dragged so deeply,
and it's starting
to feel really personal. I don't want it to be.
I hate that it is, but this is what I'm feeling,
and I just think it's going to be helpful and best for you, Dad.
You've worked really hard.
You have a lot to show for it,
and I want your wishes to be what they are. I think that it's
fair for all of us to hear those together just
for your legacy to be able to be lived out the
way you want it to be when you're not here anymore
and yeah i mean i feel like that i feel like that
is totally fair totally and and i would
also say to grace at the end of the day um does it it feels
i think it's yes is the amount
of money maybe becoming more motivating for you to be like whoa
hold on but also what can easily be attached
to someone's value to an amount of money and grace
regardless of if you get this money
or not that's right you are valuable that you're not some
mistake midlife mistake like what they're naming
um because it can easily going to start to feel
like if this money does not come to you you have less value
because of that and i would detach that
from a spiritual element as fast as possible
because it's just not true will it be heartbreaking
absolutely but your value is still there create
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