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Do I tell brother that mom left life insurance to

Edger
Edger
He is asking if I found out about her two life insurance policies. Mom named me benificiary to them. They were only $4000 each. He gets the house, car and the rest of mom's money and stock. But I'm sure he will think he should have the life insurance money also. He is on SSI and food stamps. Can't hold a job. Has personality disorder. There is a supplemental needs trust to hold the money and stock. Mom asked me if it was ok to leave everything to brother. I said yes. Even though I didn't want to. Can't remember if she said she put my name as benificiary for life insurance cause brother can't inherit or if when she told me I was named benificiary because she wanted me to have something.

Barbara
patti22
patti22
No. You don't tell him. He doesn't have the mental capacity to understand.

Hugs.

Do something nice for yourself.
Edger
Edger
My brother has a personality disorder. Not a intelligence disorder. He is smarter than me in some ways. He is living in moms home alone and taking care of the home and himself.

Barbara
patti22
patti22
I get that. My statement stands.

If he was mentally retarded, he would be able to understand that your mom left something to you too.

Your brother isn't like that. He's either working the system and going to be angry at you.

Or not...and going to be angry at you.

He's gotten 99% of the estate. Going after the small amount left to you....is...predictable. As I said, he doesn't have the mental capacity to understand.
dijjit
dijjit
lol, you asked for advice Barb. When it's free you never know what your going to get.

Anyway, I don't think any parent would want to know their children are fighting over their will. And I assume your mom put a lot of thought into hers.
gratefulgrandma123
gratefulgrandma123
I think u shouldn't feel bad that u got this money and your brother shouldn't either. Your brother inherited so much more that I don't know or understand why he would be mad at u. Your your mothers daughter and did a lot to help, your brother has no right to be mad and u shouldn't feel bad. You deserve this. Your your moms daughter I don't understand why u or brother would think its not ok to receive the money especially since he received so much more. U would think your brother would be happy for u and if he's not too bad. Also it's none of his business you don't need to tell him u received this money. U deserve this and u should not feel bad for all the reasons I mentioned above.
pd2012
pd2012
Edger, have you spoken to the attorney who managed the trust for your mother on your brother's behalf? He would have had to have all this information in place. If you're not sure what the finalized document on the trust consists of; simply ask the attorney to forward you a copy since you have been made the special needs trust caretaker.

I know this has become an ongoing thorn in your side but it sounds as though you've accomplished a lot since your mother's passing. I don't know how you got it all done.

If the attorney can't help then simply call the insurance company or if you don't have a copy of your mother's will; see if you can get a copy.

It would be nice if you could just get all the info in place now to lighten your load.

PD
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