Dear Quentin,
I’m one of four siblings. Our grandfather was a frugal man who worked until he was 80. A friend of his was a stockbroker, and grandpa consulted with him in making investments. When grandpa passed we were shocked to learn he had saved several million dollars. At some point, I learned that he had left his estate to our mom, his only child, to live off the income, with the principal going to his grandchildren. That sounded like a good plan.
But then I learned, almost accidentally, that our mom had hired an attorney…