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I really appreciate everyone's thoughts on this and will look into the suggestions. More to keep in mind - I would like my brother to have the money for retirement but no access before. My mother was going to leave him a small lump sum in her will. As I said, he has a good heart but really isn't good at handling money. I currently manage portfolios for my 3 children. Some of my mother's money and retirement and regular money for my husband and me. I'm now in the process of taking on basically all of my mother's affairs(her lack of interest, not failing health or anything). I would prefer to do something other than a CD (to get growth) and will definitely be looking into trusts. I think once I get to the bottom of the pot, there's more money than I first thought. My mother's savvy enough to know she wants to give the gift limit for money she doesn't think she'll need. since my oldest will be starting college next fall, I need to deal with my daughter's assets vs my assets. I want the money for me to go to my kids but I'm not sure when.

I'll keep reading for any more thoughts. This is the tip of the iceberg on why I suggested a sandwich board. all I can say is the Cleavers had it easy and I'm glad I married to my original spouse.

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