Money Announces Character
Cold spread through me. “Forfeited to whom?”
“To the remaining beneficiaries who accepted theirs.”
My throat tightened. “Grandma knew they’d laugh.”
He didn’t answer. His silence was answer enough.
He opened another folder and took out several documents bearing Grandma’s signature. “There’s more. Your grandmother revised the trust six months ago.
She included competency statements from two doctors, a recorded affidavit, and a letter explaining her decision.”
“Why would she need that?”
He looked uncomfortable. “She believed her children were pressuring her to change her estate plan.”
My father’s words echoed. Don’t encourage her.
I pressed my hands together beneath the desk. “What kind of pressure?”
“I’m not permitted to make accusations,” David said. “But Mrs. Whitaker documented several attempts to take control of her assets — including efforts to place her in a managed-care facility and restrict her access to her own finances.”
My mouth went dry. “My father told us she was becoming forgetful.”