He could use the money. But so could I.
Dear Pay Dirt,
My parents had three children: my sister, “Valerie,” then my brother, “Jack,” then I came along as a surprise when Valerie was 15 and Jack was 12. We all turned into very progressive liberals, which was a constant disappointment to our very conservative parents. Jack, whom they could never accept as bisexual, got the worst of it. They were fine as long as he dated women, but when he married a man, they cut him off and refused to even speak of him. Valerie and I have remained in close touch with Jack, his husband, and their adopted son.
Our parents both passed away a few weeks apart in 2020, and their estate is in the process of being settled. They cut Jack out entirely and left everything 50/50 to Valerie and me. Jack has not said a word about this. But Valerie, who is the executrix, has been putting increasing pressure on me to gift a third of my share to Jack. She plans to do the same, so that each of us would end up with a third of the estate. Jack and his husband get by financially, but his husband has chronic health problems and their son, who is now 14, has autism. While semi-high functioning, he is unlikely to be able to hold down a job that will fully support him.
I fully agree that it was wrong of our parents to cut Jack out because of who he is. But they did what they did, and giving up a large chunk of her inheritance is much easier for Valerie, who has both a high-paying career and a similarly high-earning husband, and has never wanted kids. My fiancé and I, on the other hand, also just get by, and we plan to have two or three kids ourselves. Valerie has flat-out told me that if I choose not to divide my share with Jack, I am lending my support to our parents’ bigotry and don’t deserve to call myself a progressive. Do you agree, or do I have a moral (in addition to a legal) right to keep my full inheritance?
—Undeserving?
Dear Undeserving,
I believe you have a legal right to keep all of the money, but I agree with your sister that you’re perpetuating your parents’ bigotry if you choose to go that route, which was pretty clearly a mechanism by which they intended to punish your brother for being bisexual. You and your sister are capable of rectifying that wrong, and the choice to do it—or not—is entirely yours. I think if this situation didn’t potentially benefit you or wasn’t about money, the morality of it would be clearer, and I doubt you would hesitate.
Also, consider your relationship with your brother. He may not say anything, but I think you’d be naïve to assume he doesn’t notice or mind. You know his financial situation is similar to yours, and unlike you, he already has a dependent to support. Consider what it says, not just about your progressivism, but your sense of overall fairness toward your brother if you decide to keep the entirety of the inheritance. Your bigoted parents probably wanted you to sever your relationship with your brother, and you are allowing them to posthumously create a situation that might facilitate it. Don’t let them succeed.