<p>Argh!!! I have to vent!</p>
<p>Back story: We are working to get all of Mom’s funds into one bucket, a very reputable local investment house. A couple of weeks ago, Mom received a big check from Dad’s annuity which we cashed out. Mom received the check on a Saturday, and she and I immediately took it to B of A and deposited it into her checking account for temporary safekeeping. My plan was to get a check over to the investment house the next week.</p>
<p>My brother, who lives 800 miles away, is the big-picture guy on Mom’s finances. He makes the decisions about what to move where, he got the annuity closed out, that kind of thing. I handle the day-to-day stuff, paying Mom’s bills, etc., and when something big happens like the annuity close-out, my brother gives instructions which I carry out. It works well for everyone. He doesn’t want to be involved in the small-bore stuff, and I don’t want the responsibility of managing the money.</p>
<p>Well, I didn’t get to the investment house that week. I work 40 hours a week, and we’re in the middle of a big project, plus we’re short-staffed at the moment. I simply couldn’t arrange the time off. So early last week, I started getting nagging emails from my brother. I explained to him the difficulty of taking a couple of hours off work, but told him I’d do it by the end of the week. I got the time off Friday afternoon, picked up Mom, took her to the investment house, and left them a check. They informed me that I’d missed the cutoff for a Friday deposit, and they would deposit it on Monday. That was fine; I didn’t see it as being a difference-maker in Mom’s financial future, and I went home thinking “Thank goodness that’s done.”</p>
<p>This evening I sat down to update my brother, and found he’d already emailed me. He took the tone of lecturing and upbraiding a dim, incompetent employee. “You said you would transfer the money on Friday. Where is it?” “I transferred funds out of the Vanguard fund. ** Look for a check**.” And he finished with this: "It is VITALLY important that you remember to look for tax forms for Fidelity and Vanguard before you take the tax box to Moms accountant (if you f** this up it would be a $15K to $20K mistake. Don’t do that!!!) Send me emails about the progress of these transactions."*</p>
<p>I wanted to reply immediately, but didn’t want tell him how furious I was, so I went into robot mode; a short recitation of the facts. At the end I said, “I’m not going to f*** it up.”</p>
<p>A little backstory on this brother: My other brother and I have noticed he tends to take a dealing-with-subordinates tone in his emails. He’s never been married, no kids, so pretty much all of his emails are business-related. We kind of overlook it; that’s just how he is. But this!</p>
<p>The only thing that’s preventing me from blasting a really really REALLY nasty email back at him is the fact the we are going to have to work together for as long as Mom lives. I don’t need the added complication of a family rift. But ARGHHHHH!!!</p>