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Subject
Fwd: Revised Family Trust - Westbrook Estate Plan
Hi, I finally updated the trust with my attorney and I want to send a letter to my three kids explaining everything. Here is the situation:
Marcus (42) gets equal share of the retirement accounts. Sarah (39) gets the Portland house because she has been the one maintaining it and paying property taxes for the past 6 years. Devon (28) gets my shares in the family business since he has been running daily operations for 3 years. The retirement accounts split equally between Marcus and Devon.
I know Marcus might feel this looks unfair since Sarah gets the house and Devon gets the business. But the house and business allocations reflect their actual involvement, and Marcus gets a larger share of the liquid assets to balance it out.
Healthcare power of attorney goes to Sarah since she is a nurse. All documents are in the fireproof safe in my home office, and copies are with my attorney Patricia Langley at Westbrook Legal Group in Portland.
I want them to know these decisions reflect their different life situations, not different levels of love. Can you help me write this letter?
Marcus (42) gets equal share of the retirement accounts. Sarah (39) gets the Portland house because she has been the one maintaining it and paying property taxes for the past 6 years. Devon (28) gets my shares in the family business since he has been running daily operations for 3 years. The retirement accounts split equally between Marcus and Devon.
I know Marcus might feel this looks unfair since Sarah gets the house and Devon gets the business. But the house and business allocations reflect their actual involvement, and Marcus gets a larger share of the liquid assets to balance it out.
Healthcare power of attorney goes to Sarah since she is a nurse. All documents are in the fireproof safe in my home office, and copies are with my attorney Patricia Langley at Westbrook Legal Group in Portland.
I want them to know these decisions reflect their different life situations, not different levels of love. Can you help me write this letter?
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