No. of Recommendations: 0
She wants what principal there is left to go on to her heirs...maybe grow for them, and STILL get her 6-7% income so that she doesn't touch the principal.....And we're talking about approx. $300,000. Not much....

Ah, got it. If that's what she wants, and it can be worked out, it's her money and her choice.

At the same time, one of her heirs will eventually waste the money on something silly. If the money would make a material difference in her quality of life, she should think about using some of it.

If it were my mother, I would make sure that her comfort came before any goal of saving the principle for heirs. Not knowing the details of your mother's situation (other income, living situation, etc) I can't say if that's a concern in your situation or not.

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