The Motley Fool Discussion Boards
Financial Planning / Tax Strategies
|Subject: Re: Unexpected windfall||Date: 6/22/2007 12:20 PM|
|Author: reallyalldone||Number: 94975 of 124777|
Couple of issues going on here -
Be careful handling it because of possible gift issues.
Does she intend for it to stay in her name or does she want it in yours or your son's ?
How old's your son ?
P.S. Same recommendation for your mom as a few posts back for someone else. Ignore the investing piece of it but read Sudden Money by Susan Bradley before she does anything with the money.
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