laurajv: Holmes & Watson's car is as cool as Batman's (Default)
laurajv ([personal profile] laurajv) wrote in [community profile] agonyaunt 2021-11-03 04:12 pm (UTC)

This one is interesting to me because there are two hinge points that I see.

1: how the bequest was made in the first place. LW implies that it was specifically to two children, by name, not to all children of LW and Brother. If I were the g-grandmother, I would have written it the second way, not the first, IF I intended all children to inherit. If I were specifically leaving money to descendents I knew, because I was fond of them, I would word it the first way.

2. if LW's adult daughter has a charitable impulse about what to do with her money, does LW get a say? and the answer to that is No. If LW is a sensible person, the correct advice to give is to suggest LW's daughter sees a financial planner to sort out how to set up, say, a trust legally, and for the daughter to understand all tax implications, etc. of what she wants to do.

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