On Our 10th Anniversary, My Husband Shaved My Head While I Slept—He Didn’t Know I Was About to Stop an $18 Million Transfer
He said it would simplify everything.
One portfolio.
One tax strategy.
One future.
I had agreed.
The transfer was scheduled for that afternoon.
Margaret asked:
“Are we still directing the eighteen million into the joint brokerage account ending in 8221?”