Harlan’s Hidden Trust Changed Everything They Divided
Winifred explained that the spreadsheet my children created had never determined ownership of anything. Harlan’s estate plan did. Years earlier, he had placed several major assets into a properly documented trust and named me as the person entitled to remain in our home and control certain property during my lifetime. The $16.38 million account was separate again, payable directly to me at his death. My children had been dividing assets they had never bothered to verify were actually available for division.
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