financial advisors

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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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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