True story. At the trust meeting, my daughter said: “She has no say.” I reached into my bag and…

We sat at his kitchen table, the same table he’d had since the 80s, and he explained what he wanted.

He had built a careful life. He had a house that was paid for, an investment portfolio he’d managed himself for 30 years, and an annuity from a job he’d held for two decades.

He had no one to leave it to except me.

“I don’t want it complicated,” he said.continue reading …