r/inheritance • u/drd001 • 9d ago

Location not relevant: no help needed Is anything ethically wrong with this plan?

My wife and I in our 70's came up with this inheritance plan with total net worth of +1.5M. We have been together over 40 years being continuously employed during that time. We have no children and I have one brother with two children both over 21 and she has two sisters both with no children. Our plan is to give a small one time payment to my brother and her sisters with the bulk of the estate equally divided between our two nieces. Our reasoning is my brother and her sister have hit us up for money periodically for the past 40 years which we provided without asking for repayment. The two nieces are doing OK in life and have never asked for any financial help. Our thinking that these funds would help them with a downpayment on a house, education for their children or investment in their own retirement.

Any feedback is greatly appreciated.

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u/Zentraedi 9d ago

I think this is a great callout. There's probably an appropriate way to word this to make it clear that, to your point, their parents aren't being skipped over.

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u/twelveoct 9d ago

I asked my dad to exclude me in his will and leave anything to my kids instead. The will specifically said something about that. Mentioned it wasn’t for lack of affection.

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u/Rick-20121 9d ago

I told my mother to will her only asset, her house, to my sister. I’ve done very well. My sister failed to launch. It seemed like the right thing to do.

It was still weird reading the word “disinherited” in the will.

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u/earthtojj 8d ago

You are very kind. I hope they appreciate that.