attorney

From Smiling Spouse to CEO

July 13, 2017

On April 9, 2009, I was transformed in an instant from smiling spouse and gracious hostess to executor, trustee, CEO and client. I am not sure that anyone had confidence in me. I certainly had none in myself. Through the years, Lev repeatedly told me that I did not need to know his business because “they will be here for you.” They were not. He …

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David Rockefeller: A Worthy Role Model

April 6, 2017
Colonial Williamsburg

Lev died April 7, 2009—eight years ago tomorrow. There I was, unprepared for all that I must do, immediately confronted with practical and legal realities. Overnight, I moved from the role of smiling spouse and gracious hostess to that of executor, trustee, CEO and—most dreaded of all—matriarch. I am not sure that anyone had confidence in me. I certainly had none in myself. Because I …

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Living Life Between the Hash Marks

November 10, 2016
football hash marks

About a year after Lev’s death, I found it necessary to replace my attorney. As a new widow, I had no experience in hiring and firing advisors. Fortunately, I did not need to turn to the Yellow Pages, for I was acquainted with an attorney who represented people and institutions I respected. When my son and I met with him for the first time, I …

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How Much Is Safe to Spend?

October 20, 2016
Pray for the best

The question raised in the headline nags at me. Should you save enough to live to 100? The subhead promises that “here are ways to insulate yourself against outliving your money”—everyone’s fear—but the recommendations are almost opposite those I received from my husband’s professional advisors after I became a widow in 2009. Instead, the writer seems to say, “Oh, chances are you won’t live that …

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Finances: A Widow’s Nightmare

April 14, 2016
desk

Seven years ago today—one week after Lev’s death, my first day alone in my empty house—I was walking across the library when I received an unexpected call from his financial advisors—three people sitting around a speaker phone in another city. I was given no forewarning, no opportunity to have my attorney on the line. The team leader informed me that the bank (this was one …

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13 Ways to Prepare for Widowhood

February 11, 2016
until death do us part

Absolutely no one (except possibly fortune hunters who marry older men for their money) wants to consider the prospect of widowhood. We are all in denial. It as if by refusing to acknowledge the possibility, we shake our fists in the face of the gods. But the facts are undeniable: The most recent American Community Survey, published in 2014, estimates that there are almost twenty-five …

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