A client wrote to Moneyist that she and her husband are taking a couple of counseling for a while, and because it was not so helpful therefore, they reached out for him.
She stated her problem that her husband is demanding to sign a legal contract which will give him the authority to take over 50% of her mother’s inheritance when her mother passes. The Client’s mother is at the age of 92 and currently, she is healthy and fine.
The client said that she has already planned a money manager to set up a retirement account for herself as well as his husband, she is not willing to give the other half of the Inheritance.
She says it will be a foolish decision if she signs the contract because she doesn’t even know how much she will get after selling her house. The client’s husband is thinking that he has the right to take the other half of the Inheritance because he thinks that he has earned much more money than her for over 20 years. She is seeking for advice to solve this matter.
The Moneyist Advise
The Moneyist told her by writing that she is very generous by looking at the problem. He asked her a question that why would he ask for her mother’s inheritance, even after they are married for the rest of their lives?. Moneyist said that it’s beautiful that the client’s mother has lived so far and he also wished her to live even more years.
He then continues by saying that if he is only seeking the inheritance because her client’s mother is almost ready to pass away, then there is something wrong with her husband. Moneyist advised her to know the actual intentions of her husband.
He said by taking Divorce as an example and said only then the distribution of inheritance takes place among the partners. He then goes by saying that unless they both are planning to split and walk away from each other, then there won’t be any problem with him.
Moneyist gave the reference of “Bryan L. Salamone & Association in-network” which said the inheritance is designed for only one spouse, rather than a couple jointly. He advised his client that she needs to prepare evidence for the future and said that she should keep those assets in a personal account while avoiding a joint account.
He advised her that it will be a wise choice to keep a draft of will which will ensure the extra protection for the person.
Moneyist advised her to keep the inheritance separated and continue to go with Couples counseling.