Dear Care and Feeding: My MIL is violating everything we previously agreed upon.
My older brother passed away suddenly a few years ago, leaving behind a wife and 11-year-old daughter. I was very close to my brother; he brought me into his business, and we worked successfully together. His estate plan provided his wife with a generous life annuity and left the rest of his estate to a trust for his daughter, with me as trustee. My SIL has never been good with money, and I have always been close to my niece. The arrangement worked well . Then my SIL met and married “Bob.
Whether you tell your niece the whole story is less clear. In this case, I’ll invoke the wisdom of another advice giver, radio personality Bernard Meltzer, who is credited for the phrase you see on many a classroom wall: before you speak, ask yourself if what you are going to say is true, is kind, is necessary, is helpful.
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