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Financial Planning / Tax Strategies


Subject:  Re: Unexpected windfall Date:  6/22/2007  12:20 PM
Author:  reallyalldone Number:  94975 of 127617

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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