This is the story of Alfred Hilroy, a recently widowed, 68-year-old man who believes that estate and money matters should be kept private. It is also the story of Alfred's three grown children, Bev, Michael, and Judy, who love their father dearly but worry that he is going to squander away his retirement savings - and their inheritance. Alfred believes his affairs are in order. He has part-time work at the pharmacy he co-owns and runs, reasonably good health, and a modest but steady amount of retirement income. However, he misses his late wife terribly and does not look forward to navigating through old age alone. Then "The Bolt" hits. Mary Beth Cain, twenty-five years Alfred's junior, is an athletic, confident, outgoing woman who knows what she wants. Within weeks there is talk of a future life together. Bev, Michael, and Judy are soon swept up into a sea of conflicting emotions as their new step-mother moves into - and redecorates - the beloved Hilroy home, appears at Alfred's birthday party wearing their late mother's spider brooch, and vacations with the family at the cottage. Will Alfred leave everything to this newcomer to the family? Will cherished family belongings suddenly disappear? The Hilroys' struggles are becoming more and more common as baby boomers confront their parents', and their own, mortality. As Bev, Michael, and Judy screw up their courage and begin discussions with their father about his estate, we learn about, Powers of Attorney, capital gains tax, probating a will, US estate and gift tax, trusts, joint ownership, cottage inheritances, communicating with aging people, and more - all in an intriguing, suspenseful, and ultimately liberating story.

• Cover

  1

• Copyright

  3

• CONTENTS

  4

• Acknowledgements

  7

• Chapter 1 DISCLOSURE

  10

• Chapter 2 WILSON'S ADVICE

  18

• Chapter 3 INSEPARABLE

  30

• Chapter 4 MOVING RIGHT ALONG

  34

• Chapter 5 DOMESTICITY IN THE CITY

  44

• Chapter 6 OLD WILLS, NEW WILLS

  50

• Chapter 7 MIRROR, MIRROR, ON THE WILL

  58

• Chapter 8 THE LION'S SHARE

  70

• Chapter 9 CLASH OF THE BOOMERS

  82

• Chapter 10 SIBLING SUMMIT

  90

• Chapter 11 RRSPs PLEASE

  94

• Chapter 12 JOINT OWNERSHIP 101

  106

• Chapter 13 A BARBECUE AT ALFRED'S

  120

• Chapter 14 GOTHIC NOVEL NIGHT

  132

• Chapter 15 BIG CHILLS OVER WILLS

  142

• Chapter 16 BOATING MADE DIFFICULT

  156

• Chapter 17 HEIM'S HARROWING STORY

  178

• Chapter 18 HELP FROM HELFENBAUM

  186

• Chapter 19 THE POWERS OF COMMUNICATION

  196

• Chapter 20 THE SPIDER BROOCH

  204

• Chapter 21 COTTAGE LIFE CRISIS

  212

• Chapter 22 COTTAGE ALTERNATIVES

  224

• Chapter 23 GETTING IT DONE

  240

• Chapter 24 A PEACE OFFERING

  256

• Chapter 25 LAST WILL AND TESTAMENT ALFREDO

  264

• Chapter 26 THE RIGHT STUFF

  296

• Chapter 27 ONE YEAR LATER

  304

• ALFRED'S GLOSSARY OF ESTATE PLANNING TERMS

  309

• Back cover

  314

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