85-Year-Old with $4M Faces Family Dispute Over Inheritance

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Source: MarketWatch
85-Year-Old with $4M Faces Family Dispute Over Inheritance
Photo: MarketWatch
TL;DR Summary

An 85-year-old woman with a $4 million estate faces a dilemma over her daughter, who has health issues and feels entitled to a larger inheritance due to past unequal treatment by her father. The mother considers various options, including early gifts or adjusting her estate plan, while emphasizing the importance of her own retirement security and the right to decide how her assets are distributed. The article advises careful planning, considering tax implications, and prioritizing her own needs.

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