Jason is 51 years old, financially stable and grieving.
His mother died in December
His grandmother passed away the following week. His wife’s grandmother died in January. He called The Ramsey Show with a predicament: amid all of this loss, his father is asking him to give away his inheritance.
Because Jason’s mother died before his grandmother, the grandmother’s estate passes through the family lineage — meaning Jason, his sister and two aunts each inherit a share, bypassing his father. Jason’s cut is roughly $100,000. His father, who argues Jason is doing fine, wants him to hand his portion over to his sister, who he said has always struggled financially and needs to start building retirement savings.