Why A Banker Asked Me Not To Leave After One Look At The Passbook

account, Miss Mercer,” he said. “In 1982, he established a Totten trust.”

He flipped the file open.

“He was an early investor. Apple. Microsoft. He funneled every dividend back into the portfolio—untouched—for forty years.”

The director turned the document toward me.

“The current value of the trust, legally payable to you upon his death, is $12,400,000.continue reading …