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Hermes SMTP Server) with ESMTPA ID 10f9568eebb4558b94f11129936ea5aa; Sun, 16 Jun 2024 15:50:26 +0000 (UTC) Content-Type: multipart/alternative; boundary="------------KbyCRtltSE3lL8WoW48DeZCA" Message-ID: <181ba242-4d77-4ce4-a07d-d340084843d2@aol.com> Date: Sun, 16 Jun 2024 08:50:24 -0700 MIME-Version: 1.0 User-Agent: Mozilla Thunderbird From: Curtis Andrews Subject: early inheritance discussion with mike References: <450931ba-27f4-4ae2-86bd-095e7999531c@aol.com> Content-Language: en-US To: DAP AERO In-Reply-To: <450931ba-27f4-4ae2-86bd-095e7999531c@aol.com> X-Mailer: WebService/1.1.22407 mail.backend.jedi.jws.acl:role.jedi.acl.token.atz.jws.hermes.aol Content-Length: 6762 X-Spam-Status: No, score=0.8 X-Spam-Score: 8 X-Spam-Bar: / X-Spam-Flag: NO This is a multi-part message in MIME format. --------------KbyCRtltSE3lL8WoW48DeZCA Content-Type: text/plain; charset=UTF-8; format=flowed Content-Transfer-Encoding: 8bit /Is this okay for to give to Mike and Linda to outline our discussion? / Discussion with Mike Prior on June           2024 Bonnie and Clyde have a bypass Will arrangement;  where in,  when Clyde died, his assets are moved to a trust to support Bonnie for the rest of her life. After Bonnie dies, the total estate is processed, assests sold and divided into four equal parts to be given to Carole, Curtis, Craig and a scholarship/community endowment fund. With Carole's death, her share would normally pass to her two children, Nathanial and Matthew and they have been legally notified as such. However, Clyde and Bonnie so loved and appreciated Carole's husband Mike, that they specifically stipulated that Carole's  share be divided three ways, with a third of Carole's inheritance going to Mike. Because of the unique situation in which the estate owns Mike and Linda's home. Bonnie would like to offer  an early inheritance payout and personal gifting to give Mike full ownership of his house now. The first step in an early inheritance option, is to accept our estimated total valuation of the estate to be about five million dollars. (see list of assets) 1/3 of 1/4 of the estate comes out to about $400,000 each for or Mike, Nathaniel and Matthew. Early dispersal of Mike's full inheritance from the total estate would be to give Mike title to his house. Accepting this early inheritance would complete Mike's total inheritance and he would receive no future inheritance from Andrews family estate. To disburse Carole's share of the estate early, requires that all parties agree to all details,  so no one can be forced to accept any terms they do not feel are fair.  It is your choice. Doing nothing and you will eventually receive 1/3 of 1/3 of Clyde's trust (real estate is required to be sold/dispersed from estate within twenty years). --------------KbyCRtltSE3lL8WoW48DeZCA Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: 8bit early inheritance discussion with mike

Is this okay for to give to Mike and Linda to outline our discussion?


Discussion with Mike Prior on June           2024

Bonnie and Clyde have a bypass Will arrangement;  where in,  when Clyde died, his assets are moved to a trust to support Bonnie for the rest of her life. 

After Bonnie dies, the total estate is processed, assests sold and divided into four equal parts to be given to Carole, Curtis, Craig and a scholarship/community endowment fund.     

With Carole's death, her share would normally pass to her two children, Nathanial and Matthew and they have been legally notified as such.  

However,  Clyde and Bonnie so loved and appreciated Carole's husband Mike, that they specifically stipulated that Carole's  share be divided three ways, with a third of Carole's inheritance going to Mike.
Because of the unique situation in which the estate owns Mike and Linda's home.  Bonnie would like to offer  an early inheritance payout and personal gifting to give Mike full ownership of his house now.

The first step in an early inheritance option, is to accept our estimated total valuation of the estate to be about five million dollars. (see list of assets)

1/3 of 1/4 of the estate comes out to about $400,000 each for or Mike, Nathaniel and Matthew. 

Early dispersal of Mike's full inheritance from the total estate would be to give Mike title to his house.

Accepting this early inheritance would complete Mike's total inheritance and he would receive no future inheritance from Andrews family estate. 

To disburse Carole's share of the estate early, requires that all parties agree to all details,  so no one can be forced to accept any terms they do not feel are fair.  It is your choice.

Doing nothing and you will eventually receive 1/3 of 1/3 of Clyde's trust (real estate is required to be sold/dispersed from estate within twenty years).  
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